UX Wealth Partners Finds Scalable Growth with Flyer

• Co-Pilot, which allows users to multi-asset, end-to-end trade order management lifecycle
• Trading Network (FTN), an advanced order routing and allocation network that standardizes connectivity and workflows with custodians and brokers
• FIX Enterprise Software, which offers integrations, development kits, APIs and support to your team.

All three of these building blocks work together to power connectivity, portfolio trading and post-trade notifications for leading financial services providers. Since switching to Flyer, UX Wealth Partners has seen their time-to-market decrease drastically.

“We’re executing in under a minute – under a second in certain circumstances for our held order flow – versus a substantial amount of time that it may have taken us previously,” Kropp explains.

That quicker turnaround time, in conjunction with UX Wealth Partner’s artificial intelligence and machine learning technology, has put an end to time-restricted rebalancing. Whether it’s nine o’ clock on a Monday morning or four o’clock on a Wednesday afternoon, their team is able to go out to the street and execute.

Kropp also notes that the implementation period for Flyer transcended their expectations, facilitating streamlined operations, easy communication and a quick start-up time of only 6 weeks.

“Flyer has allowed us to scale the business almost infinitely,” he says. ”As we continue to grow, instead of throwing bodies at problems, we’d rather invest in quality technology that allows us to be more efficient and stay lean.”

UX Wealth Partners is continuing to scale their organization and offer improved services with Flyer – the latest of which was announced in October of 2023: a new offering that requires a certain held order flow to be executed almost instantaneously.

“We’re at an execution speed that’s sub-second for that line of business,” Kropp says. “We’re really excited about that, and Flyer played a big role in that we leverage Flyer’s APIs to be able to route and execute those orders based upon different rules and parameters that we have built into our backend system.”

With scalable technology and ever-improving services, Flyer and UX Wealth Partners will continue to partner as premier providers within the wealth management space.