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Elevate Your Firm with FinLife CX

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Created by Advisors for Advisors

Beyond traditional wealth management, FinLife CX from United Capital is a fully integrated operating system unlike anything on the market today. It features the tools, technology, systems and workflow needed to engage, support and ultimately prove your worth to clients. As a result, you’ll be able to charge more for advice, lower overhead and grow your bottom line.

Explore FinLife CX

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Client Experience

Client Experience

Guidance and planning tools help you manage your client’s entire financial life and charge for the advice you provide.

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Digital Office

Digital Office

Seamlessly integrate across platforms and planning systems to simplify operations, maximize productivity and eliminate paperwork.

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Coaching For Growth

Coaching For Growth

Individualized coaching, virtual client meetings and bootcamps to improve staff engagement, retention and keep your firm competitive.

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Investment Management

Investment Management

Personalize every portfolio with strategic insights and disciplined investment processes to deepen client relationships and grow your business.

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  • Lenox

    Hear from Lenox - a FinLife® firm

    Lenox is using FinLife® Partners to help families understand where they are trying to go and what success looks like for them.
  • Barber Financial Group

    Hear from Barber Financial Group - a FinLife® firm

    Barber Financial Group is using FinLife® Partners to help clients gain confidence and control over their financial lives.
  • Joe Duran

    Hear from Joe Duran

    As the role of human advice is challenged, we need to understand that it’s not a choice between technology or human, instead it must be technology and human advice.

Industry Awards

  • Financial Advisor

    Top RIA (Also won 2014, 2015, 2016)

  • Financial Times

    Top 300 Registered Investment Advisers (Also won 2014, 2015, 2016)

  • Inc. 5000

    (Also won 2014, 2015, 2016)

  • InVest Conference

    Disrupt|Demo Award for FinLife® Partners

  • Barron’s

    Top 20 Independent Firms

  • Wealth Management Industry Awards

    Industry Disruptors

  • Ernst & Young

    Entrepreneur of the Year

  • Schwab Impact


Define the future of your firm with FinLife.

Or call us directly at Phone Icon (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.