For RIAs and aggregators
Trading, billing, reporting, risk, planning, CRM — each with its own password, its own renewal, its own support queue. Another integration is one more login. The alternative is one system. Xperience, our platform, replaces all of it: one login, one password, one tab, one system.
What runs on it
Every one of these is a product somebody sells you separately, with its own renewal, its own support queue and its own idea of who your client is. Here they are six ways of working with one set of records.
Clients
Clients, households, accounts and the relationships between them. Not a CRM that syncs with your book — a CRM that is your book, which is why a change to a household shows up in trading, billing and reporting without anyone pressing anything.
Advice
Retirement and income plans built against the holdings the client actually owns, rather than a snapshot that was accurate the afternoon somebody keyed it in.
Suitability
One risk journey for the whole household, applied to every account, or one per account where they differ, carried from the proposal to the assignment to the drift report — so the risk number on page one still means the same thing on page nine.
Execution
Rules-based rebalancing, drift monitoring, restrictions and do-not-trade instructions honored at the order itself rather than remembered by whoever is at the desk that morning.
Revenue
Tiered and blended schedules, householding for breakpoints, negotiated exceptions and the invoice — computed from the same balances your performance reports use.
Evidence
Performance from the book of record, under your brand, on a schedule — alongside the regulatory reporting nobody enjoys assembling by hand.
None of these is a separate vendor you log into, and nothing has to sync between them, because they share one set of records. That is the entire difference, and it is the reason nobody at your firm has to be the translator between two vendors who disagree.
What it looks like
Eight accounts, four models, one drift status, one cash position — without clicking, and without anybody assembling it first. Not a slide about the software: the software, running, with sample data in place of anyone's clients.
The thing that has to be right
Ask a principal what breaks and they rarely say performance. They say the billing run. It is the one process where being approximately right is indistinguishable from being wrong, and it arrives every quarter whether the firm is ready or not.
The failures are always the same handful. A household that should have been grouped for breakpoints and was not. A fee negotiated three years ago that lives in an email rather than the file. An account funded mid-quarter and prorated by hand. A withdrawal that moved the average daily balance nobody recalculated.
And underneath those, the structural one: when the system that bills and the system that reports take their balances from different places at different times, the invoice and the statement disagree — and the client is holding both of them.
Here the schedules, the householding, the exceptions and the invoice all read the same balances the performance reports read. An exception is recorded against the account rather than in somebody's memory, which means it survives the person who negotiated it.
What you hand a client, and what you hand an examiner
Client reporting and regulatory reporting get treated as separate problems, bought from separate vendors and assembled from separate data. Then a number appears on both and does not match, and the firm discovers it had two books all along.
For the client
Computed once from the book of record and read by every surface — portal, quarterly package, review deck. Benchmarks and blended benchmarks, scheduled delivery, your name on it rather than ours.
For the file
Regulatory filings, best-execution review and a complete audit trail of who changed what and when — produced from the same records, which is the only reason any of it agrees with the statement you already sent.
Included, not bolted on
More than a hundred institutional models from fifteen managers (as of September 2026), ranked head to head on live data on the same measures for every manager. Compare them on the terms you care about, blend them into a custom portfolio in minutes, and trade the result from the same screen you researched it on.
Your own models run alongside the institutional ones with no manager fee. We are not trying to move you off your investment process — we are trying to stop it living in a spreadsheet.
The numbers that matter
You set the mandate. Our desk works inside it, across the three custodians we support, with rules-based order routing, rules-based rebalancing, drift monitoring, and daily tax-loss harvesting running underneath. Not on one of these four? Call, and we will tell you on the first call whether we can work at yours.
Where your clients already are
Charles Schwab. Interactive Brokers. Axos. We work where your clients already custody — no forced migrations, no repapering — and we are not your custodian and never hold client assets. Your data stays yours, portable in and out, whole, at any time while you are a client; if you leave, thirty days, everything, CSV and PDF, at no charge — written down here.
If it doesn't match, you don't move
The parallel run is the abort point, and it is yours to call — not ours. Nothing is canceled, no client is notified, and nothing is deleted from your old system until billing and reporting agree line for line. Walk at that point and you owe us nothing, and you leave with cleaner records than you arrived with. After that, the agreement is written for a year. You may end it on thirty days' notice on any day of it, including the first, and nothing is owed past the notice.
How switching works, week by week → · What happens on the call →
Ready when you are
Five logins. Five passwords. Five tabs.
One login. One password. One tab. One system.
Designed to reduce your costs. Not your standards.
Schedule a call to see for yourself Call 888-GET-UXWP
Where Independence Is Realized