Working With Us

When Your Clients Live Richly, You Win

We are the only national Financial Life Management company built for advisors with their clients in mind. We partner with forward-thinking financial advisory firms and advisors that are planning-centric and obsessed with helping their clients live the life they want.

Financial Advisor Marketing & Tools

Empower Your Client. Power Your Firm.

No matter how you choose to work with us, partnering with United Capital, a Goldman Sachs Company, comes with full access to the entire FinLife® CX process and system:

Ic Customer Green

A Winning Client Experience

Engage your clients to stay informed and on track with their entire financial life.

Ic Customers Green

An Efficient Advisor Experience

Scale your business with a digital workflow and repeatable process.

Personalized Financial Advisor Training

Award-Winning* Advisor Training

Improve your staff engagement and stay competitive.

Financial Advisor Investment Management

Tailored Investment Management

Build and manage portfolios customized to your clients.

Remain Independent or Join United Capital

With 100 offices across the country**, we offer the client experience and process discipline to help you build your business.

Benefits Become a United Capital Office Remain Fully Independent
FinLife® CX
FinLife CX
  Compliance
Compliance
  Human Resources
Human Resources
   
  Learn More Learn More

Ready to Learn More?

Register for one of our upcoming financial advisor tool demos to see how FinLife CX can help you charge for your value as the indispensable human advisor.

Attend a Demo
CX Device White Asset 6

Awards are not indicative of investment performance.

*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.

**Data as of June 30, 2019