Webinar: Xperience by UX Wealth
As a leading RIA, are you ready to transform the way you manage assets and serve your clients? Don’t miss our exclusive webinar where we unveil Xperience, the most advanced platform designed specifically for Registered Investment Advisors (RIAs).
Date: April 8, 2024
Time: 4 pm EST
Duration: 30 minutes
Key Highlights:
- Discover how Xperience’s intuitive design enhances productivity and streamlines workflows, making asset management feel more like navigating a modern smartphone rather than attempting to learn the current legacy platforms.
- Explore Xperience’s advanced accounting features, including full sleeve-level capabilities, enabling advisors to create custom blends of multiple investment options within a single UMA registration.
- Learn about Xperience’s state-of-the-art trading engine, capable of handling AI-driven investments and executing trades across multiple custodians instantaneously.
- Find out how Xperience’s modern billing module relieves RIAs from the time-consuming task of billing, offering flexibility and customization options to meet various RIA billing demands.
- Discuss Xperience’s integrated help center, providing prompt and efficient service and support without the need for lengthy calls to unhelpful call centers.
Register now to secure your spot and discover how Xperience by UX Wealth can elevate your RIA capabilities to new heights.
