The Xperience Platform
Your command center.
Portfolio management, trading, rebalancing, billing, reporting, compliance — all powered by AI, all in a single login.
Platform Capabilities
Everything you need. Nothing you don't.
100+ Investment Models
AI-driven models, advisor-built strategies, and institutional managers — all through one account. Blend any combination into a single UMA per client.
TradeX Execution Engine
Bloomberg OMS/EMS. FIX connectivity. VWAP, pairs trading, portfolio execution. 97.7% at-or-better-than-NBBO — Schwab-verified.
Automated Rebalancing
Dynamic cash management aligned with target allocations. AI-driven drift monitoring. Zero manual intervention required.
Outsourced Trading & Billing
We handle execution, reduce compliance risk, eliminate errors. End-to-end billing by the 5th business day. Faster cash flow, zero hassle.
Multi-Custodial Freedom
Schwab, Fidelity, Pershing, Altruist, Axos — one dashboard. Never lose a prospect to platform friction.
Unified Reporting & Portal
Performance reporting and billing in one view. Client portal with document vault. Single sign-on connects your existing tech stack.
White Glove Support
The only call you need to make.
Named account manager. Direct CIO access. Quarterly strategy reviews. When you call UX Wealth, a human who knows your name picks up.