Digital Client Experience
Scalable process and dynamic tools that optimize client discovery and engagement
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An Operating System Built for You and Your Clients.
Maintain your firm’s independence and grow by capitalizing on today’s digital trends with FinLife®. This pioneering wealth management operating system, from industry leader United Capital, is fully integrated to deliver your clients advice that evolves as their lives change.
Industry Awards
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Financial Advisor
Top RIA (Also won 2014, 2015, 2016)
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Financial Times
Top 300 Registered Investment Advisers (Also won 2014, 2015, 2016)
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Inc. 5000
(Also won 2014, 2015, 2016)
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InVest Conference
Disrupt|Demo Award for FinLife® Partners
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Barron’s
Top 20 Independent Firms
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Wealth Management Industry Awards
Industry Disruptors
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Ernst & Young
Entrepreneur of the Year
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Schwab Impact
Pacesetter
Blog
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What we can learn from Amazon’s acquisition of Whole Foods
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6 Rules to Becoming an Indispensable Advisor in 2020
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Vanguard to seize wealth management industry with its digital platform
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What financial advisers can learn from Amazon
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How technology will alter the role of human advisers in wealth management
Define the future of your firm with FinLife.
Or call us directly at
(855) 296-1759
FinLife Partners is a dba of United Capital Financial Advisers, LLC.
All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, Honest Conversations®, Money Mind®, FinLife®, FlexScore®, Financial Control Scorecard®, FCS®, One Best Financial Life®, United Capital Private Wealth Counseling®, Ideal Life Index™, and FinLife Partners Powered by United Capital™, United Capital Financial Life Management™, Financial Years of Freedom™) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.