Where independence is realized · Standalone RIAs and qualified aggregators

You didn't go independent
to manage five logins.

Trading, billing, reporting, risk, planning, CRM — each with its own password, its own renewal, its own support queue. You don't fix that with another integration. You fix it by deleting the stack. Xperience replaces all of it, on one ledger, behind one login. Integrated. Intuitive. Efficient. Scalable.

I've tried most of
the legacy platforms.

Kyle Wiggs · Founder & Chief Executive Officer

I've tried to daisy chain them together. I've been stuck on hold. I've been stuck in a chat bot loop. And I've sat across from advisors and heard the same thing every time.

Advisors don't want to be embarrassed. They don't want to waste money. They don't want to waste time. They want to control the relationship, minimize their risk, maximize their growth, and do a great job for their clients.

If that's you, I want to talk to you. I get you. And we can help like nobody else can.

Call me — 888-GET-UXWP Book 20 minutes

What actually runs on it

Six systems' worth of work.
One place to do 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

CRM and households.

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

Planning and income.

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

Risk that carries through.

One suitability record per household, 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

Trading and rebalancing.

Rules-based rebalancing, drift monitoring, restrictions and do-not-trade instructions honoured at the order itself rather than remembered by whoever is at the desk that morning.

Revenue

Billing that reconciles.

Tiered and blended schedules, householding for breakpoints, negotiated exceptions and the invoice — computed from the same balances your performance reports use.

Evidence

Reporting and client access.

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 partner. None of them syncs. That is the entire difference, and it is the reason nobody at your firm has to be the translator between two vendors who disagree.

The thing that has to be right

Getting paid is not
a reporting feature.

Ask a principal what actually 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

Reports you can defend.

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

Performance, under your brand.

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

The reporting nobody enjoys.

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.

The part nobody else hands you

An investment marketplace,
not a fund list.

More than a hundred institutional models from fifteen managers, ranked head to head on live data rather than on the marketing sheet each manager wrote about itself. 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 at no platform fee. We are not trying to move you off your investment process — we are trying to stop it living in a spreadsheet.

See what is on the shelf →

The numbers that actually matter

Institutional execution,
without the blotter.

You set the mandate. Our desk works inside it, across every custodian your clients already use, with intelligent order routing, rules-based rebalancing, drift monitoring, and daily tax-loss harvesting running underneath.

97.7%

Trades at or better than best available market price — Schwab-verified

100+

Institutional-grade models on one engine

4

Custodians live — Schwab, Interactive Brokers, Axos, Apex

Where your clients already are

Four custodians. One dashboard.

Charles Schwab. Interactive Brokers. Axos. Apex. We work where your clients already custody — no forced migrations, no repapering — and we never custody assets ourselves. Your data stays yours, portable in and out, whole, any time.

And the longest one we have ever done

A billion-dollar firm coming off a legacy platform. It took months, and the reason is worth knowing: their history had holes they did not know about. Their custodian only retains three years; we needed more than ten. Reconstructing it took hundreds of hours of our people going back through transactions nobody had reconciled in a decade.

We tell you that because it is the honest tail behind the average, and because it is the failure mode that actually bites: not the software, the history. If yours has holes, we would rather find them in week one than in your first examination. We will tell you on the first call which parts of yours look thin.

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 cancelled, no client is notified, and no data leaves 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 runs a year with a thirty-day out at any time — no lockup, ever.

What your clients notice

Almost nothing.

Does not change

Where their money lives.

Accounts stay at the same custodian, under the same account numbers. No repapering, no new firm to trust, no signatures chasing them for a month.

Does change

What lands in their inbox.

Reporting gets better and arrives on time, under your brand. We will draft the note that explains it and put your name on it, not ours.

Ready when you are

Call now.

Five logins. Five vendors. Five headaches.

One call. One platform. One solution.

Your costs drop. Not your standards.

Where Independence Is Realized

The firm behind your firm

You built an independent firm.
We built its home.

An investment adviser registered with the Securities and Exchange Commission, a fiduciary by law, founded in 2020 and based in Centennial, Colorado. It works where your clients already custody — Charles Schwab, Interactive Brokers, Axos, Apex — and we never custody assets ourselves.

Before you book, three things worth knowing

You do not have to talk to us first. Ask and we will introduce you to a principal running a firm your size, on your custodian — and nobody from UX Wealth will be on that call.
Nothing is committed by talking. The agreement runs a year with a thirty-day out at any point, including the first month. No lockup.
And nothing moves until it matches. Billing and reporting run in parallel against your old stack first; if they do not agree line for line, you do not move and you owe nothing.

What you leave with

What your current stack is actually costing you, what Xperience would replace and what it would not, and your number — on assets, per account, or flat, whichever fits how you run. Yours to keep whether or not you ever call back. We do not send proposals and we do not chase.

Pick a time

Whenever works for you.

6am to 6pm Mountain on the calendar — and if you need earlier, later, or a weekend, text and we will make it work.

You didn't go independentto manage five logins.

Six systems' worth of work.One place to do it.