• An Experience Worth Seeing. FinLife CX

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  • Know Your Clients Even Better

    Discover the power of FinLife and how it can help your firm succeed.

    Find Out How

  • 100% Client Adoption On Advice

    No, really.

    See the Proof

  • Make More Money 28% Growth

    See up to 25% growth in top-line revenue and 28% in pre-tax earnings.

    * Statistics derived from offices that joined United Capital from 2011 to 2015, after their transition period of 6 months. Results not guaranteed and may vary.

    Read the Story

A Richer, More Engaging Client Experience

Nothing is more important to a fiduciary advisor than delivering world class advice. Yet few advisors have the digital tools and systems to be dynamically connected and constantly engaged with their clients. FinLife CX is an end-to-end client experience system that allows you to deliver and charge for your value.

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FinLife CX

The client experience that will have a meaningful impact on your clients lives.


Client Experience

Client Experience

Offer clients dynamic, mobile friendly access to their financial plans, portfolios and goals.

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Advisor Experience

Advisor Experience

Run your business from a central hub with a fully automated digital experience to service clients with efficiency and scale.

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Training & Support

Training & Support

Improve staff engagement and keep your firm competitive with on demand, dynamic, video-based and gamified training, seasoned coaches and Guidance team for support.

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FinLife CX+


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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Case Studies

  • Lenox

    Hear from Lenox - a FinLife® firm

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

    Hear from Barber Financial Group - a FinLife® firm

    Barber Financial Group is using FinLife® CX to help clients gain confidence and control over their financial lives.
    Read More

  • Introducing FinLife CX

    Now providing even more accessibility while maintaining our world-class client experience.

Industry Awards

  • Barron’s

    Top Independent Advisory Firm (also named in 2016, 2017)

  • 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

  • Wealth Management Industry Awards

    Industry Disruptors

  • Ernst & Young

    Entrepreneur of the Year

  • Schwab Impact

    Pacesetter

Blog

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Define the future of your firm with FinLife CX.

Or call us directly at Phone Icon (855) 296-1759

*Statistics derived from offices that joined United Capital from 2011 to 2015, after their transition period of 6 months. Results not guaranteed and may vary.

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.