Pricing & packaging
One number, on assets. Per account where that fits how you run. No per-module charges. No seat licenses. Renewal pricing in writing before you sign.
Priced the way you are paid
We do not sell tiers. Everything we build is in the price. Where you choose a third-party manager's strategy, that manager's fee is shown beside the model before you assign it. Everything else is in the price — and the price is shaped the way your own revenue is.
On assets
The shape we prefer, and the one that fits how most firms are paid. Your cost moves the same direction your revenue does, which is the whole argument for it.
Per account, where it fits
For firms with many smaller accounts, where a percentage of assets understates the work. We can accommodate it when your book calls for it.
Either way, there are no per-module charges and no seat licenses. Adding a person does not re-open the contract, and neither does adding a capability you did not use in year one.
The part to read closely
The number a platform quotes and the number a platform costs are different documents, and the difference lives in the things nobody prices during the demo. Here is what is not billed separately here:
Not charged
No per-module fee. No seat license. No charge for rebalancing, for running a report, for adding a household, or for the capabilities you switch on in year two.
Not charged
Your data is 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) — not an export fee, not a formatted extract, not a negotiation. A platform that charges you to leave has told you something about how it plans to keep you.
Not charged
Support is not a tier. There is no premium queue, because there is one queue and our own people are in it.
Not charged
If you run your own strategies they carry no manager fee. We do not charge a partner rent on their own intellectual property.
The comparison that matters is not our number against your current platform's number. It is our number against everything you currently pay to make five vendors behave like one. Add yours up ↓
Why firms move
It is about running your firm on one system, with one team behind it that answers when you call — and paying for it in the shape that matches how you work.
01 · Integration
Risk, planning, trading, billing, reporting, CRM — one ledger, no re-keying, no reconciliation between vendors that were never designed to work together.
02 · Scalability
Automation carries the nightly work — reconciliation, billing, rebalancing, reporting. And it matters most when you are the person it would otherwise land on.
03 · De-risking
Nightly scans. Drift caught before it compounds. An audit trail that writes itself.
04 · What you are building
Clean data, a documented process, and composites maintained on a time-weighted, asset-weighted methodology. Whenever you hand this firm to someone — a junior partner, a buyer, your family — that is the difference between a firm that can be handed on and a firm that has to be rebuilt from scratch.
Check what you pay for. Nothing you type here leaves your browser. We never see it.
And the line that decides it — what your current platform or TAMP charges on assets.
Estimates from vendors’ published list prices as of September 2026. Your actual invoices will be higher or lower — bring them to the call and we will use the real ones.
Schedule a call to see for yourself Call 888-GET-UXWPOne login. One password. One tab. One system. Priced the way you charge your clients.
How we quote
One call. Two numbers, emailed to you during the call, and nothing after unless you write back: what you pay now, and what this costs instead. Structured the way you run, not the way our billing system prefers. We don't publish a fee schedule because your number depends on your custodians, your models, and your structure — so we quote the real one, not a starting-at figure.
Questions we get asked
On assets, the way you charge your clients. Where a firm’s book is better served per account, we can accommodate that. There are no tiers — everything we build is included in every shape.
No. A firm of one and multi-billion-dollar aggregators run on the same platform, with no minimums to clear.
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. Renewal pricing is in writing before you sign.
A third-party manager's strategy fee, where you choose one, shown beside the model before you assign it and disclosed to the client in your own Part 2A. Custodian, fund and transaction charges are third-party costs. Everything else is in the number: no per-module charge, no seat license. Rebalancing, reporting, adding a household and switching on a capability you did not use in year one are not billed separately. Neither is support, and neither is leaving — your data is portable in and out, whole, any time.
The advisory fee is debited from the client account by the custodian and paid to your firm. What you pay us is set out in your agreement with us and is never invoiced to the client. Nothing is invoiced to the client separately, and the client's statement comes from the custodian.
No. If you run your own strategies they carry no manager fee. We do not charge a partner rent on their own intellectual property.
Get your number
No sales forms. No bots. A person answers, 6am–6pm Mountain — and later if that is what works.
Schedule a call to see for yourself Call 888-GET-UXWP
Where Independence Is Realized