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 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.

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Ic Customers Green

An Efficient Advisor Experience

Scale your business with a digital workflow and repeatable process.

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Personalized Financial Advisor Training

Award-Winning* Advisor Training

Improve your staff engagement and stay competitive.

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Financial Advisor Investment Management

Tailored Investment Management

Build and manage portfolios customized to your clients.

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Remain Independent, Join An Office, Explore Acquisition

With more than $23.4 billion in managed assets and 97 offices across the country**, we offer the client experience and process discipline to help you build your business.

Benefits Become a United Capital Office Join a United Capital Office Become an Independent Contractor Remain Fully Independent
FinLife® CX
FinLife CX
  Compliance
Compliance
  Human Resources
Human Resources
  Equity Ownership
Equity Ownership
   
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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.

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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 March 31, 2019