Powering the Truly Independent Advisor
The role of the RIA has never been more challenging or important. RIAs seeking to differentiate themselves or gain the upper hand over the Robo-advisor and traditional competitors need business solutions that actually work today. That's why UX Wealth's Platform offers all the core elements of your technology ecosystem. Our platform is fully customizable to your needs and is white-labeled, so all the client sees, is you.
The Platform
Learn about the most recent advances at the intersection of investment and technology and gain the inside track on the industry's future.
1
Trading & Portfolio Managment
Our experienced trading desk executes transactions on all of your models throughout the day. Your models are delivered through a fully modernized client interface.
2
CRM
A partnership with UX Wealth also covers your CRM system and includes integrations with RedTail, Wealthbox, Salesforce, and many others.
3
Billing &
Reporting
UX Wealth handles all billing of your fees. The platform also enables you to generate all necessary reports, giving you more time and less stress to focus on your business.
Insight
Learn about the most recent advances at the intersection of investment and technology and gain the inside track on the industry's future.
Innovation
Find out how UX Wealth's evolving technologies can revolutionize your business and help you maximize your time and efforts.
Invitation
Move from the passenger seat to the driver's seat with first-looks at the tools and technology we've developed to help RIAs succeed now and tomorrow.
Implementation
When you're ready to see a demo or adopt our platform as your own, you'll be well-versed in how UX Wealth fits into the grander scale of your business.