Build and Implement Your Clients’ Financial Plans

Build & Implement Financial Plans

Customize Plans That Are Adaptable And Tailored To The Life Your Clients' Want To Live

Once you gain clarity on your clients’ financial intentions and priorities, FinLife CX helps you create customized financial plans that can be updated, measured, and tracked as your clients’ goals change.

Know Where Your Clients Stand

Financial Control Scorecard helps answer, “Where does my client stand financially today?” Answering this question provides valuable insight into whether current client savings and investments align with their spending and goals.

  • See how your financial clients are tracking towards meeting their financial goals.
  • Provide a funding score, so clients know where they stand at all times.

Prioritize Your Clients’ Financial Objectives

Help your clients establish and prioritize their objectives with the trade-offs they need to make along the way.

  • Identify and prioritize client goals.
  • Translate Monte Carlo simulation from financial-planning software to your client’s portal.
  • Track and present your clients’ net worth in one easy view.
  • View managed and outside accounts through integrations with portfolio accounting software.
Financial Planning Tools & Resources

Construct Your Clients’ Personalized Portfolio

United Capital investment management services allow advisors to create portfolios customized for your client with some of the world’s leading investment managers.

  • Offer clients competitive pricing with no hidden charges.
  • Provide an aggregated view of investments and portfolio allocations.
Learn More