Growth Scorecard.

UX Wealth Partners

Answer 6 questions about your firm. Get a personalized score showing exactly where you're losing money — and how to fix it.

What's your firm's total AUM?

This helps us benchmark your fees and technology against firms your size.

Under $10M

Early-stage or emerging advisor

$10M – $50M

Growth phase — building momentum

$50M – $150M

Scaling firm — ready for institutional tools

$150M – $500M

Established leader

$500M+

Enterprise-scale firm

What's your current TAMP or platform situation?

Understanding where you are now helps us quantify the opportunity.

No TAMP — doing it myself

Managing models, trading, billing, reporting in-house

Using a legacy TAMP

One of the established platforms — functional but frustrating

Using a newer platform

One of the newer platforms — better but gaps remain

Cobbled together from multiple tools

Different vendors for trading, reporting, billing — nothing integrated

What are you paying in total platform fees?

Include TAMP fees, model fees, trading costs, reporting, and platform subscriptions. Industry average is roughly 0.75% to 1% all-in.

Honestly, I'm not sure

It's spread across so many line items I've lost track

Above 0.75% all-in

At or above industry average

0.50% to 0.75% all-in

Below average but still significant

Under 0.50% all-in

Already optimized — but is quality matching?

How confident are you in your trade execution quality?

Best-in-class execution saves $62K per $625M traded. Most advisors never measure this.

I've never measured it

Don't have visibility into execution quality metrics

It's probably average

Using custodian default or basic tools — haven't optimized

We have decent execution

Some optimization but not institutional-grade

Already institutional-grade

Verified execution quality, OMS/EMS in place

How would you rate your firm's technology stack?

CRM, reporting, billing, client portal, rebalancing, compliance — is it working together or against you?

Mostly manual

Spreadsheets, manual data entry, disconnected systems

Basic tools, not integrated

Individual solutions that don't talk to each other

Good but gaps remain

Some integration — still dropping balls or double-entering data

Fully integrated and automated

Everything connected, automated workflows, minimal manual work

What's your AUM growth target for the next 3 years?

Be honest — this determines the infrastructure and support you actually need.

Maintain what I have

Focused on servicing existing clients well

Grow 25–50%

Steady, sustainable growth

Double my AUM

Aggressive growth — need infrastructure to support it

Triple or more

Breakout growth — building something big

Your score is ready.

Enter your details below to see your personalized scorecard — including estimated savings, gap analysis, and specific recommendations.

Your firm scores —

Your Breakdown

Your Top Recommendations

Important Disclosure: The RIA TAMP Scorecard provides estimated projections based on user-provided inputs and general industry benchmarks. These estimates are for informational purposes only and do not constitute financial advice, a guarantee of specific savings, or a solicitation to engage in any securities transaction. Actual results will vary. UX Wealth Partners LLC is a registered investment adviser. IARD #308983. Full disclosures →

Ready to close the gaps?

Schedule a 30-minute discovery call and we'll walk through your scorecard live — with specific solutions for every gap we identified.