NEW YORK–(COMMERCIAL THREAD) – UX Wealth Partners (“UX Wealth”) today announced a custom integration with the co-pilot of Flyer Financial Technologies (“FlyerFT”), allowing UX Wealth to execute investment strategies faster and with greater efficiency. best price execution. Advisors using UX Wealth now seamlessly use FlyerFT’s Co-Pilot Investment Book of Record (IBOR) where positions are updated for every trade passed, providing real-time position quantities and valuation throughout. the trading day.
Integrating FlyerFT with UX Wealth
UX Wealth’s Turnkey Asset Management Platform (TAMP) provides financial advisors with a complete and streamlined technology solution combined with exclusive access to investment managers with expertise in AI and machine learning. Integration with FlyerFT further strengthens the UX Wealth platform by providing access to all major RIA custodians, integrating trading directly in the advisor’s office and offering investment products with advanced portfolio management features and order management.
“UX Wealth is designed for today’s financial advisors who don’t want to give in to the pressures of the status quo; those looking for differentiators that deliver value to investors by not using the same technology, portfolios, and bottom line as the advisor down the street. The FlyerFT team embodies the same mindset to drive change and innovation ”, said Kyle Wiggs, co-founder of UX Wealth Partners. “FlyerFT provides our platform with a wide range of market opportunities and the ability to trade effectively with all custodians throughout the day, as close to the signal price as possible. We are excited to form this partnership and further develop our platform and ecosystem of partners that provide RIAs with mission-critical applications, centralized data sources and up-to-date information.
UX Wealth’s technology leverages unique AI learning algorithms and AI model matching to create dynamic portfolios for investors by combining the ability to identify short-term market conditions and to leverage information that meets individual customer needs. UX Wealth clients capitalize on several recent introductions of FlyerFT’s cloud-based solutions, such as multi-account personalization and scalable workflows, which allow UX to better control the trading experience and execute strategies. investment faster.
“It’s exciting to partner with an innovative company like UX Wealth that values and can leverage the scalability and efficiency of Co-Pilot. Turning what previously took several hours a day into minutes is FlyerFT’s goal. “ added Brian Bleasdell, Chief Product Officer of FlyerFT. “We are excited to partner with the UX Wealth team to achieve massive scalability of their daily trading workflows, allowing them to increase their AUM by order of magnitude, while dramatically reducing the time spent managing the process. trading. “
The partnership concludes a monumental year for UX Wealth that included integrations with data processor, aggregator and account reconciliation BridgeFT, as well as risk management provider StratiFi to help advisors better understand the factors that determine the performance of a portfolio by assessing correlation, volatility, tail risk, and concentrated stock risk.
About UX Wealth Partners
UX Wealth Partners is a dedicated AI TAMP for the RIA community that provides advisors with a complete and streamlined technology solution and access to expert managers in various technology disciplines. They offer exclusivity to their Partner Advisors in their respective markets and brand the platform for every advisor they serve, a combination that has generated significant growth for their Partner Advisors. In addition, UX Wealth Partners offers exclusive investment models for UX Wealth Partners advisers. This advisor-focused offering contains models that deliver results, technology that increases assets under management and allows advisors to focus on their clients and their business. For more information on UX Wealth Partners, visit https://www.uxwp.com/.
Flyer Financial Technologies (FlyerFT) is a leading provider of portfolio trading tools, connectivity and infrastructure for the wealth and asset management industries. FlyerFT automates the portfolio transaction management lifecycle with Co-Pilot, an order management system, and the Flyer Trading Network, a multi-asset trading network, to ultimately help execute more investment strategies. quickly. The platform unifies access to major custodians and brokers while providing graphical user interfaces (GUIs) and intelligent application programming interfaces (APIs) for the management of portfolios, positions, orders, trades and allowances. For more information on the FlyerFT integration, visit https://flyerft.com/.