Attention Morningstar Office Users

Experience the difference of UX Wealth. Learn more about making a seamless transition to our innovative platform, built to streamline operations, enhance client engagement, and optimize business growth.

Attention Morningstar Office Users

Experience the difference of UX Wealth. Learn more about making a seamless transition to our innovative platform, built to streamline operations, enhance client engagement, and optimize business growth.

News

UX Wealth Partners in FinancialPlanning: AI Tech Utilization

by UX Wealth on March 14, 2022

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One company thinks it has the answer for independent advisors to stand out in an increasingly crowded market: artificial intelligence.

UX Wealth Partners provides RIAs with outsourced technology and investment management powered by AI. Its latest addition is the AI Sentiment US Equities All Cap model portfolio, which uses an algorithm to pick 30 stocks out of 1,000 based on favorable sentiment in news coverage. The portfolio is automatically rebalanced weekly based on the companies receiving the most positive sentiment, and no human is involved in managing the portfolio.

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