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.
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Learn more about engaging your clients' for a lifetime.

Explore Step 3