UAT, Inc. is a Denver, Colorado financial services technology company whose breakthrough iPerX commission savings product more than doubles savings, automates money manager trading and provides real-time governance reporting for sub-advised and externally managed assets.

Web-Based iPerX

Compared to existing commission savings products, iPerX is a web-based offering that automatically generates lower commission costs on up to 75% of orders for an account (compared to the current industry norm of only 20% to 25%), dramatically increasing savings for a fund or plan.

Through iPerX, money managers overseeing these assets increase the efficiency of their trading desk as they gain an algorithm that automates trading for savings accounts while generating millions of dollars annually in commission savings for their clients.

Thus, iPerX achieves savings rates of up to 75% while completely automating trading by money managers. iPerX is also the only product on the market that provides real-time governance reporting on holdings, activity, commissions and savings rates for sub-advised and externally managed assets.

Organizations that can utilize iPerX include:

• Public and private defined benefit plans
• Defined contribution plans
• Mutual funds
• Not-for-profit funds
• Variable insurance products
• Bank trust groups
• Endowments and foundations

For an overview of how iPerX operates, please view UAT’s iPerX Presentation.