Americas Best TAMPS 2024 - 41

2024 AMERICA'S BEST TAMPS
UX WEALTH
PARTNERS
Kyle Wiggs
CEO & Co-Founder
UX Wealth Partners, LLC
7200 S Alton Way, A-230, Centennial, CO 80112 * www.uxwp.com
UX Wealth Partners, LLC (UXWP) is modernizing today's RIA by delivering
a scalable and flexible digital wealth management platform that is redefining
all aspects of an RIA and empowering advisors to focus on exceeding client
expectations. Most offer the same investment options leading to value
confusion. Meet UX Wealth, the only TAMP dedicated to leveraging artificial
intelligence and machine learning to modernize how advisors invest.
Investments matter: unmatched investment marketplace
We believe that investment outcomes matter. We're pouring resources into
creating the world's best investment marketplace. UX is the only TAMP
offering the world's leading technology and AI-driven investment solutions.
We support advisor managed portfolios, offer an award-nominated SMA
lineup, and the industry's first automated AI-driven UMA lineup. Advisors can
seamlessly blend them together creating branded proposals and fact sheets.
Artificial intelligence has
become mainstream and
has helped many industries
and society. So why has the
investment industry resisted
allowing this advancement
to help produce better
outcomes for our clients?
Technology has challenged
the status quo in every
other industry, creating
meaningful opportunities
for those businesses and
improved results. Yet the
investment industry clings to
a multi-decades-old theory
aiming to achieve average.
When did it become
acceptable for our industry
to embrace a decades-old
singular investment thesis
and ideas ignoring actual
investment advancements
that can change the investor
experience and advisor
relationship?
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
IPO
CONTRACTSCALABILITY
UX is doing something
about it. Clients will
hear about AI- enabled
investment advice
eventually. The question for
advisors is whether they will
hear about it from them or
another source.
We are partnering with
500 select RIAs across
the country to modernize
today's RIA.
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
It's time advisors choose
a partner that will reignite
their excitement for the
business.
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTHSOLUTION ORGANISATION
REPORT
CONTROL
Low risk offer
No client signatures. No repapering. No AUM commitments. A simple
yes gains advisors a front row seat to industry-changing technology
that is redefining how advisors invest for their clients and dominate their
competition.
Access
The UX platform is designed to provide advisors with personal access to
investment managers and key decision makers within major WealthTech
firms. This level of access allows for a truly custom approach.
Legal and compliance support
While it can pose a threat to a RIA, our expert resources handle everything
from legal, to compliance, to contracts. Compliance shouldn't be a burden.
Technology and IT guidance
Technology choices for today's advisors can be overwhelming, but it doesn't
have to be. We've curated industry experts that advise our clients on
everything from IT setup to creating the most unified technology stack, so
advisors can focus on what they're great at.
Supercharged growth
All great businesses have a competitive advantage. We provide our advisors
with two. First, our exclusive model marketplace will redefine how you
speak with clients and improve their outcomes over time. Second, we offer
market exclusivity to our partners. If you want a competitive edge over your
competition, partner with us and be the only advisor in your market with
access to our investment lineup and platform.
UX Wealth Partners, LLC is an SEC-Registered Investment Advisor.
STARTUP
47 ED I T A B L E L I N E I C O N S S E T
DISCOVER
RESEARCH
START UP
STRATEGY
DEVELOPMENT
47 ED I T A B L E L I N E I C O N S S E T
SUPPORT
PRODUCT
VALUE CHAIN
STRATEGIC FEATURES
MARKETING
IDEA
BUSINESS PLAN
DEADLINE
FINANCIAL STRATEGY
PROGRESS
DECISION MAKING
INNOVATION
CROWD FUNDING
ACCOUNT REBALANCING
ACCOUNT AGGREGATION
THINK OUTSIDE
THE BOX
ACHIEVEMENT
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
EXPLORE
CALENDAR
CLIENT-FACING
INVESTMENT
ORGANISATION
PROBLEM SOLVING
REPORT
WORKFLOW
47 ED I T A B L E L I N E I C O N S S E T
PROJECT
PERFORMANCE REVIEWS
CLIENT PORTAL
COMPLIANCE TOOLS
CUSTODIAN AGNOSTIC
ADVERTISING
TAKE OVER
REVENUE
DEFENSE STRATEGY
CONTRACT
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CUSTOMIZED PORTFOLIOS
CUSTOM REPORTING SUITE
GROWTH
ORGANISATION
CALENDAR
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
INSTITUTIONAL CLIENT SUPPORT
TAKE OVER
DECISION MAKING
PLANNING
BANKRUPT
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
GLOBAL BUSINESS
WALLET
COLLABORATION
GLOBAL BUSINESS
SELL SHARE
COMPETITION
PATENT
DECREASE
PARTNERSHIP
PROJECT
SUCCESS
EARNINGS
PRESENTATION
LAUNCH
INTEGRATION WITH
3RD-PARTY PLATFORMS
ANALYSIS
TESTING
FINANCIAL RISK
GROWTH
VISION
MARKETING SUPPORT
IPHONE OR ANDROID APP
PLATFORM LAUNCH
UNICORN
MODEL MARKETPLACE
PRIVATE LABELING
47 ED I T A B L E L I N E I C O N S S E T
BUSINESS
STRATEGY
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
RESEARCH & DUE DILIGENCE
RISK MANAGEMENT TOOLS
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
SUCCESSION PLANNING
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
UNIFIED OR SMART BILLING
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TAKE OVER
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
CONTRACT
TM
New business contact:
Larry Lotwin, Director of Sales
Phone: (760) 688-9984
Email: llotwin@uxwp.com
Website: Schedule a Demo
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Kyle
Wiggs
CEO &
Co-Founder
Larry
Lotwin
Director of
Sales
Type of Program: TAMP,
Third-Party SMA, Third-Party
UMA, Advisor Constructed
Models, Rep as PM,
Traditional and Custom SMA
& UMA, Open Architecture
Total Assets in Program:
$1.92 billion as of
06/30/2024
Year Program Began: 2020
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant:
No
Type of Products Available:
AI, machine learning, ETFs,
stocks, SMAs, UMAs,
Advisor as PM, Asset
Allocation, Customizable,
Risk Based, Multi-Manager,
ESG, Domestic, International,
Thematic
Program Tracks Client
Holdings: Yes
Program Compatible for:
RIAs
Optimized for Tax/Trading
Efficiency: Tax, no. Trading,
yes.
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset allocation
methodologies: Artificial
intelligence, machine
learning, AI sentiment, digital
signal processing
ORGANISATION
41
https://www.uxwp.com https://meetings.hubspot.com/larry-lotwin http://www.uxwp.com https://www.linkedin.com/in/kylewiggs/ https://www.linkedin.com/in/larry-lotwin-2b93399/
Americas Best TAMPS 2024

Table of Contents for the Digital Edition of Americas Best TAMPS 2024
