Offering a reimagined client experience starts by focusing on your advisors and staff. From the tools and workstation they use every day to the opportunities you offer them to develop and grow, we believe an exceptional Advisor Experience matters.
All your discovery tools, financial planning software, portfolio accounting systems, and CRM (Client Relationship Management) can link together. That means you can share data across all applications and automate workflows. Access everything in one place and sync directly with your clients’ portal, GuideCenter®.
Develop your next-generation of advisors with financial advisor award-winning* training and support from our experienced team of professionals.
* United Capital won the 2018 Lenny Award for Best Partner Training Program, as well as gold for best micro-learning, Training Magazine 2017 eLearning Design Challenge.