Share this
by UX Wealth on October 2, 2024
UX Wealth Partners is excited to announce the launch of its groundbreaking new platform, Xperience. This innovative platform is designed to empower financial advisors with advanced tools and technology, further enhancing their ability to deliver exceptional service and results to their clients.
As part of this launch, UX Wealth Partners has transitioned from Atlas by BridgeFT to Xperience, marking a significant upgrade in functionality and user experience. Xperience is a cloud-native, modular, and fully scalable platform that provides a comprehensive suite of features tailored to meet the evolving needs of financial advisors.
Key Features of Xperience Include:
- Customizable Reporting Dashboards: Advisors can now create bespoke reports that cater to the unique needs of their clients, providing greater clarity and insight into their investment portfolios.
- Multi-Level Billing: The platform supports sophisticated billing structures, making it easier for advisors to manage fees and enhance client relationships.
- Full Sleeve Functionality: With Xperience, advisors can manage portfolios at every level, from individual accounts to household groupings, ensuring complete oversight and control.
- Best-in-Class Trade Engine and Rebalancer: Xperience offers a superior trading experience, with an advanced trade engine and rebalancer that ensures optimal execution and accuracy.
- Enhanced Data Reconciliation and Performance Reporting: Robust data management and performance reporting tools enable advisors to provide transparent and accurate information to their clients.
"We are incredibly excited to introduce Xperience to our advisors," said Kyle Wiggs, CEO of UX Wealth Partners. "This platform represents a significant step forward in our commitment to providing the best tools and technology for financial advisors. With Xperience, we are equipping our advisors with the resources they need to deliver outstanding service and results for their clients."
Source: Wealth Advisor
