Advisor Experience

An Advisor Experience to Make You Indispensable

Running your business with an automated, digital experience means serving clients with efficiency and scale.

We’ve created a process and suite of tools using behavioral economics and gamified technology to help you understand, implement, and engage with clients in ways that were previously unimaginable.

You can operate your business from a central hub, engaging throughout the financial management process with your clients through a single dashboard.

Our Advisor Experience can help you:
  • Automate your workflow.
  • Gain scale and efficiency.
  • Enable your next-gen advisors to close more business.

The FinLife® CX Advisor Experience encompasses everything you need to grow your business:


Manage your client relationships in a scalable, efficient, and dynamic way. Access the FinLife Client Experience tools and your planning and portfolio accounting systems. View assets and outside accounts, track open items, and keep notes.

Financial Planning

Keep client plans up-to-date with the ongoing changes of life and the markets using MoneyGuidePro and Financeware.

Portfolio Accounting Integrations

View your managed and outside accounts through integrations with 14 leading applications including Envestnet, Orion, Advent, and on-demand flat file submission.


Provide clients secure storage for the transfer of access to their personal financial documents.


Use VideoMessenger to create your own video communications that you can deliver to clients through their individual GuideCenter site.

Marketing for Growth

Apply your firm’s logo to the FinLife marketing collateral you’ll use to advise clients.

Personalized advice with scale means adding clients, not staff.