How We Help Advisors
Ways to Work with Us
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When Your Clients Live Richly, You WinWe are the nation's only national Financial Life Management company designed from the ground up for advisors to help their clients live the life they want. With more than $23 billion in managed assets and 89 offices across the country,1 we work alongside you to help build your business.
FinLife CX: Powering You and Your FirmWe partner with forward-thinking firms and advisors that are planning-centric and obsessed with their clients’ well-being. No matter how you choose to work with us, partnering with United Capital comes with full access to the entire FinLife CX process and system that helps you deliver a winning client experience, create operating efficiencies, and grow your business, including:
Client ExperienceA fully dynamic experience that keeps clients engaged, informed, and on track with their entire financial life.
Advisor ExperienceA scalable, efficient system to communicate, guide, and track client plans and portfolios.
Award-Winning2 TrainingTraining, coaching, and support from our dedicated team of professionals to improve your staff engagement and stay competitive.
Investment ManagementResearch, support, and a breadth of experienced asset managers and investment strategies to build and manage customized portfolios.
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1Data as of 8/31/2018
2United 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.