UX Wealth Partners
UX Wealth Partners
AI/ML, algorithmic, and strategic models from institutional managers — curated for independent RIAs. Blend everything in a single UMA. Run your own models at no platform fee .
Bayesian AI, deep learning, NLP sentiment analysis, evolutionary algorithms — strategies that analyze billions of data points daily. These models don't exist anywhere else in the TAMP world.
Probabilistic machine learning models that continuously update beliefs based on new market data. Adaptive portfolio construction at institutional scale.
The most advanced AI-driven model on the platform. Deep neural networks trained on vast alternative and traditional datasets. competitive rates.
Natural language processing models that extract alpha signals from news, filings, and social sentiment — quantifying narrative before it hits price.
Signal processing, systematic risk management, 34+ algorithms, and direct indexing. Rules-based strategies designed for consistent, repeatable execution across market regimes.
Proprietary signal-based trading systems with systematic entry/exit rules. Quantitative strategies built on decades of market microstructure research.
34+ proprietary algorithms spanning momentum, mean-reversion, and volatility strategies. Diversified systematic alpha across uncorrelated signals.
Custom direct indexing solutions with tax-loss harvesting at the individual security level. Personalized benchmark exposure with tax alpha.
The bedrock. Institutional giants plus UX Wealth house models battle-tested across the whole platform. Core allocations that anchor every portfolio.
Index strategies across equity and fixed income, used as the core allocation in a large share of blends on the platform.
Low-cost, broadly diversified strategies from the pioneer of index investing. Foundational allocations for every client profile.
Dynamic tactical allocation models that adjust positioning based on macro signals and risk environment.
Proprietary models built and refined across the whole platform. Battle-tested. Continuously optimized. The house conviction.
Global multi-asset strategies spanning equities, fixed income, alternatives, and commodities. Institutional diversification at TAMP scale.
Your investment thesis. Your allocation. Your conviction. We build it, deploy it, and run it across every custodian — at zero cost. We don't charge you for your own intellectual property.
Most TAMPs charge the same fee whether you're using their models or your own. That's not how this works.
Strategic + tactical + AI/ML in a single UMA. One account. Infinite combinations. Serve every client — not just the whales.
Risk profiling, stress testing, and portfolio analytics that used to require an institutional terminal costing tens of thousands a year. Built into the platform. Included at no additional cost.
· Multi-factor risk decomposition
· Historical and Monte Carlo stress testing
· Correlation and drawdown analysis
· Client-facing risk profiling questionnaires
· Portfolio optimization recommendations
· Real-time drift monitoring with automated alerts
Institutional analytics. Native. Included.
See the full Model Marketplace live. 100+ models plus native financial planning, income planning, risk profiling, CRM, and M&A analytics — all included. We'll build a sample allocation matched to your philosophy.