What does the RIA TAMP Scorecard measure?

The scorecard evaluates five dimensions of your current platform setup: fee optimization, trade execution quality, technology stack integration, platform and support quality, and growth readiness. Each area is scored individually and combined into an overall assessment.

How long does the RIA Scorecard take?

About 60 seconds. There are 6 multiple-choice questions. No login required. Results are instant and personalized to your firm's situation.

Are the savings estimates accurate?

The scorecard provides estimated projections based on your inputs and general industry benchmarks. Actual savings depend on your specific circumstances. A personalized demo with UX Wealth Partners will provide exact fee comparisons and savings calculations.

What is a good TAMP Scorecard result?

Scores above 75 indicate a well-optimized firm. Scores between 55-75 show a solid foundation with targeted gaps. Below 55 indicates significant room for improvement — which also means significant potential savings by switching platforms.

RIA TAMP Scorecard

How much are you
leaving on the table?

Answer 6 questions about your firm. Get a personalized score showing exactly where you're losing money — and how to fix it.

60 seconds to complete 100% free — no login required Personalized results & savings estimate

Question 1 of 6 0%

QUESTION 01 OF 06

What's your firm's total AUM?

This helps us benchmark your fees and technology against firms your size.

Under $10M

Early-stage or emerging advisor

$10M – $50M

Growth phase — building momentum

$50M – $150M

Scaling firm — ready for institutional tools

$150M – $500M

Established leader

$500M+

Enterprise-scale firm

QUESTION 02 OF 06

What's your current TAMP or platform situation?

Understanding where you are now helps us quantify the opportunity.

No TAMP — doing it myself

Managing models, trading, billing, reporting in-house

Using a legacy TAMP

Orion, Envestnet, AssetMark, or similar — functional but frustrating

Using a newer platform

GeoWealth, SMArtX, Advyzon, or similar — better but gaps remain

Cobbled together from multiple tools

Different vendors for trading, reporting, billing — nothing integrated

QUESTION 03 OF 06

What are you paying in total platform fees?

Include TAMP fees, model fees, trading costs, reporting, and platform subscriptions. Industry average is 75–100+ bps all-in.

Honestly, I'm not sure

It's spread across so many line items I've lost track

75+ bps all-in

At or above industry average

50–75 bps all-in

Below average but still significant

Under 50 bps all-in

Already optimized — but is quality matching?

QUESTION 04 OF 06

How confident are you in your trade execution quality?

Best-in-class execution saves $62K per $625M traded. Most advisors never measure this.

I've never measured it

Don't have visibility into execution quality metrics

It's probably average

Using custodian default or basic tools — haven't optimized

We have decent execution

Some optimization but not institutional-grade

Already institutional-grade

Verified execution quality, OMS/EMS in place

QUESTION 05 OF 06

How would you rate your firm's technology stack?

CRM, reporting, billing, client portal, rebalancing, compliance — is it working together or against you?

Mostly manual

Spreadsheets, manual data entry, disconnected systems

Basic tools, not integrated

Individual solutions that don't talk to each other

Good but gaps remain

Some integration — still dropping balls or double-entering data

Fully integrated and automated

Everything connected, automated workflows, minimal manual work

QUESTION 06 OF 06

What's your AUM growth target for the next 3 years?

Be honest — this determines the infrastructure and support you actually need.

Maintain what I have

Focused on servicing existing clients well

Grow 25–50%

Steady, sustainable growth

Double my AUM

Aggressive growth — need infrastructure to support it

Triple or more

Breakout growth — building something big

Your score is ready.

Enter your details below to see your personalized scorecard — including estimated savings, gap analysis, and specific recommendations.

No spam. No sales calls unless you want them. Your data stays private.

Your RIA TAMP Scorecard

Your firm scores —

out of 100

Your Breakdown

Estimated Annual Savings

per year by optimizing fees + execution

Your Top Recommendations

Important Disclosure: The RIA TAMP Scorecard provides estimated projections based on user-provided inputs and general industry benchmarks. These estimates are for informational purposes only and do not constitute financial advice, a guarantee of specific savings, or a solicitation to engage in any securities transaction. Actual results will vary. UX Wealth Partners LLC is a registered investment adviser. IARD #308983. Full disclosures →

Ready to close the gaps?

Schedule a 30-minute discovery call and we'll walk through your scorecard live — with specific solutions for every gap we identified.

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How much are youleaving on the table?