The transition · We carry the boxes

Switching is
the part we do.

Two to three weeks is the honest average, 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

Day zero to fully live.

Day 0

The call.

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.

Week 1

Data in. We clean it.

Accounts, households, and history come across. Years of tangled records get scrubbed by our team — composites established and reconciled.

Week 2

Parallel run.

Billing, reporting, and trading verified side-by-side against your old stack before anything switches. Nothing goes live until it matches.

Week 3

Fully live. One login.

The old subscriptions get cancelled. Your clients never noticed a thing, except that reporting got better.

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 retains three years; we 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 honest tail behind the average, and because it is the failure mode that actually bites: not the software, the history. If yours has holes, we would rather find them in week one than in your first examination. We will tell you on the first call which parts of yours look thin.

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 cancelled, no client is notified, and no data leaves 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 runs a year with a thirty-day out at any time — no lockup, ever.

What your clients notice

Almost nothing.

Does not change

Where their money lives.

Accounts stay at the same custodian, under the same account numbers. No repapering, no new firm to trust, no signatures chasing them for a month.

Does change

What lands in their inbox.

Reporting gets better and arrives on time, under your brand. We will draft the note that explains it and put your name on it, not ours.

Ready when you are

Call now.

Five logins. Five vendors. Five headaches.

One call. One platform. One solution.

Your costs drop. Not your standards.

Where Independence Is Realized

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

Switching isthe part we do.