The transition · We carry the boxes
Two to three weeks is the average across our transitions, not a brochure number. Here is what makes it longer: held-away assets, a legacy performance history that never reconciled, and fee schedules that live in one person's head. We will tell you which of those you have on the first call, before you commit to anything.
Your part is about six hours — mostly in week one, in blocks we book around your client calendar. Everything else is ours.
The timeline
A person — not a portal — maps your stack, your custodians, and everything that never quite tied out. You get a named transition lead and a plan before you hang up.
Accounts, households, and history are copied across; nothing is deleted or switched off at the old system. Whatever state your records are in, our team reconciles them and establishes your composites.
Billing and reporting verified side-by-side against your old stack before anything switches. Nothing goes live until it matches; trading follows once it does.
You cancel the old subscriptions when you are ready; nothing is switched off until you switch it off. Your clients notice almost nothing, except that reporting keeps arriving under your brand, now on the schedule you set.
And the longest one we have ever done
A billion-dollar firm coming off a legacy platform. It took months, and the reason is worth knowing: their history had holes they did not know about. Their custodian only retained three years of history; their composites needed more than ten. Reconstructing it took hundreds of hours of our people going back through transactions nobody had reconciled in a decade.
We tell you that because it is the tail behind the average, and because it is the failure mode that bites: not the software, the history. If yours has holes, we would rather find them in week one than in an examination. We will tell you on the first call which parts of your history we would check first.
If it doesn't match, you don't move
The parallel run is the abort point, and it is yours to call — not ours. Nothing is canceled, no client is notified, and nothing is deleted from your old system until billing and reporting agree line for line. Walk at that point and you owe us nothing, and you leave with cleaner records than you arrived with. After that, 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.
What your clients notice
Does not change
Accounts stay at the same custodian, under the same account numbers. No custodial repapering, no new firm to trust, no month of chasing signatures for account moves.
Does change
Reporting arrives on a schedule, under your brand. We will draft the note that explains it and put your name on it, not ours.
Ready when you are
Five logins. Five passwords. Five tabs.
One login. One password. One tab. One system.
Designed to reduce your costs. Not your standards.
Schedule a call to see for yourself Call 888-GET-UXWP
Where Independence Is Realized