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Pricing & packaging

Three ways to pay.
You pick.

One all-in number — on assets, per account, or a flat fee, whichever fits how you run. No per-module charges. No seat licenses. No surprises at renewal.

Kyle Wiggs
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

Why firms move

This was never about
shaving a fee.

It is about running your firm on one operating system, with one team behind it that answers when you call — and paying for it in the shape that matches how you actually work.

01 · Integration

Everything talks to everything.

Risk, planning, trading, billing, reporting, CRM — one ledger, no re-keying, no reconciliation between vendors that were never designed to work together.

02 · Scalability

Grow the book, not the back office.

Automation carries the nightly work — reconciliation, billing, rebalancing, reporting. And when there is nobody to hand it to, that matters more, not less.

03 · De-risking

A watchdog that never sleeps.

Nightly scans on every account. Drift caught before it compounds. An audit trail that writes itself. Registered with the SEC, fiduciary by law — the examiner's visit stops being a fire drill.

04 · What you are building

A business, not a job that ends when you stop.

Clean data, a documented process, and composites maintained on GIPS methodology. Whenever you hand this firm to someone — a junior partner, a buyer, your family — that is the difference between something transferable and something that stops with you.

What is your stack costing you?

Tick what you pay for. Nothing is sent anywhere — this runs in your browser and we never see it.

And the line that actually decides it — what your current platform or TAMP charges on assets.

$ million
% of assets, per year
$0
Select what you pay for

Estimates from published list pricing for firms in the $15M–$100M range. Your actual invoices will be higher or lower — bring them to the call and we will use the real ones.

Call me with that number and I'll give you ours →

Firms here run from five million to a billion on the same rails. Call me with your assets and what you pay now, and I will tell you what a firm your size pays — no call, no calendar.

Call 888-GET-UXWP

How we quote

One call. One number. All-in, in writing, before you hang up. Structured the way you actually 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 — and you deserve the real one, not a starting-at figure.

Get your number

Call. Get real answers.

No forms. No bots. A person answers, 6am–6pm Mountain — and later if that is what works.

The Operating System for Independent Wealth

Pick the shape, not the tier

Three shapes.
One all-in number.

Most platforms sell tiers, which is a way of holding a feature you need behind a number you did not plan to spend. We do not have tiers. Everything on this site is in the price — you choose how the price is shaped.

On assets

Basis points on what we run.

The familiar shape, and it fits firms whose revenue moves with markets. Your cost moves the same direction your revenue does, which is the whole argument for it.

Per account

A flat rate per account.

Fits firms with a lot of smaller accounts, where a percentage of assets understates the work, and firms who want a cost they can forecast per relationship rather than per market.

Flat fee

One number, whatever you grow to.

Fits firms in a growth year who do not want their operating cost to be a tax on the growth. You add accounts and the number does not move.

Whichever you pick, 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

What is not
on the invoice.

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

Using the thing you bought.

No per-module fee. No seat licence. No charge for rebalancing, for running a report, for adding a household, or for the modules you switch on in year two.

Not charged

Leaving.

Your data is yours, portable in and out, whole, any time — 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

Talking to a person.

Support is not a tier. There is no premium queue, because there is one queue and our own people are in it.

Not charged

Your own models.

If you run your own strategies they carry no platform fee. We do not charge a partner rent on their own intellectual property.

The honest comparison 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 →

Questions we get asked

Straight answers.

How is pricing structured?

Three shapes, and you choose: a percentage of assets, a flat rate per account, or one flat fee. There are no tiers — everything on this site is included in every shape.

Is there a minimum AUM?

No. We work with a firm of one, a firm of fifty, and aggregators running dozens, with no minimums to clear.

What is not included in the price?

There is no per-module charge and no seat licence. 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.

Do I pay a platform fee on my own models?

No. If you run your own strategies they carry no platform fee. We do not charge a partner rent on their own intellectual property.