Free Assessment

Is your firm ready for AI-native infrastructure?

Most independent advisors know their technology isn't keeping up. This 2-minute assessment scores your firm across 7 dimensions and shows you exactly where the gaps are.

Built by Kyle Wiggs, CEO of UX Wealth Partners — the only AI-native TAMP for independent RIAs.

7 questions 2 minutes Personalized score

Question 1 of 7

How many client accounts does your firm manage?

Total accounts across all advisors in your firm.

Under 100 accounts

100 – 500 accounts

500 – 1,000 accounts

1,000+ accounts

Question 2 of 7

What does your current technology stack look like?

Your primary platform for portfolio management and operations.

Legacy TAMP (Envestnet, Orion, AssetMark, etc.)

Cobbled together — separate tools for each function

Built in-house / spreadsheet-heavy

Modern platform with some AI features

Question 3 of 7

What are you paying in total platform fees?

All-in basis points including TAMP, custody overlay, and technology fees.

Under 30 bps

30 – 50 bps

50 – 75 bps

75+ bps (or I'm not sure)

Question 4 of 7

How much time does your team spend on manual portfolio tasks each week?

Rebalancing, trading, reporting, billing, and compliance paperwork.

Under 5 hours

5 – 15 hours

15 – 30 hours

30+ hours (it's killing us)

Question 5 of 7

Does your current platform use AI in any meaningful way?

Not marketing language — actual AI in portfolio management, risk, or operations.

Yes — AI drives core portfolio and risk decisions

Somewhat — they have a chatbot or basic automation

No — they talk about it, but nothing has shipped

I honestly don't know

Question 6 of 7

What's the single biggest bottleneck in your operations?

The thing that costs the most time, money, or client satisfaction.

Rebalancing and trade execution

Client reporting and communication

Compliance and regulatory overhead

New client onboarding

All of the above (everything is a bottleneck)

Question 7 of 7

How important is technology to your firm's growth plan over the next 3 years?

Be honest — there's no wrong answer.

Critical — it's the difference between growing and getting acquired

Important — we need to upgrade but it's not urgent

Moderate — technology is one factor among many

Low priority — relationships drive our growth

Your results are ready.

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