Service & Support

At UX Wealth Partners, we understand that the success of financial advisors and RIAs is heavily reliant on the quality of support and resources they receive. To ensure our platform users can fully harness its capabilities and drive growth, we provide a comprehensive range of support services

Dedicated Account Management

Our experienced team of account managers works closely with advisors to help them navigate the platform, answer important questions, and address any issues that may arise.

Team Help

Ongoing Education and Training

We offer a variety of training materials, webinars, videos, and workshops to ensure that advisors stay up-to-date with the latest industry trends and best practices and can effectively utilize the platform's advanced features.

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Responsiveness

Our customer support team is available around the clock to provide prompt assistance and ensure that advisors can access the help they need when they need it. With direct access to team leaders, the days of calling an 800 number are history. 

Responsiveness

Case Studies

Moving from an expensive, outdated TAMP
RIA

Moving from an expensive, outdated TAMP

Switching to a TAMP for a better support and trading
RIA

Switching to a TAMP for a better support and trading

Transferring from outdated TAMP for better technology, investment models, and service
RIA

Transferring from outdated TAMP for better technology, investment models, and service

Creating An Unfair Advantage

The landscape of financial services is experiencing a paradigm shift as technology continues to disrupt traditional investment management practices. Advisors and RIAs must adapt to these changes to remain competitive and provide the best possible outcomes for their clients.

Watch this recorded demo to learn more about the unmatched investment marketplace, platform flexibility, market exclusivity, comprehensive support, and compelling pricing of UX Wealth Partners.

Get Powered by UX Wealth Partners

The RIA of the future is bold. And together with UX Wealth Partners, a new frontier is at hand. If you are a forward-thinking advisor who seeks to differentiate themselves, experience exceptional growth, and exceed client expectations, schedule a call to learn more.

Schedule Demo

UX Wealth Partners LLC (“UX Wealth”) is an investment adviser registered with the Securities and Exchange Commission (SEC). The information found this website is for general information purpose only and should not be considered a solicitation to engage in any particular securities transaction or an offering of personalized investment advice over the internet. Any subsequent, direct communication by UX Wealth to a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. No warranty or representation, whether express or implied, is being made regarding the completeness, reliability or accuracy of the information or data is provided herein