Maximize Your Firm For Your Clients

Finlife Partnerships Introducing Finlife Cx

Your Firm, Powered by FinLife CX

Delivering world-class financial advice now requires the digital tools and systems to be dynamically connected and constantly engaged with your clients. Run your financial advisory business with FinLife® CX, an end-to-end client experience that enables you to charge for what clients value most—guidance that helps them live the life they want.

Deliver a Deeper, More Engaging Experience with FinLife CX

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A Dynamic Client Experience

Deliver a better client experience. Engage your clients to stay informed and on track with their entire financial life.

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An Efficient Financial Advisor Experience

Scale your business with a digital workflow and repeatable process.

Personalized Financial Advisor Training

Award-Winning* Training

Improve your staff engagement and stay competitive with financial advisor training.

Financial Advisor Investment Management

Tailored Investment Management

Build and manage portfolios customized to your clients.

Ready to Learn More?

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

Attend a Demo
Finlife Cx Position 2

Six Rules to Building a Successful RIA

Joe Duran shares his six rules to building a successful RIA: It all starts with the clients. Download his insights for free and start applying them to your business.

Download eBook Now
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Meet Our Team

Rachel Schnoll

Managing Director, Head of FinLife Partners

Matt Zimmerman, CIMA®

Vice President, Senior Business Consultant

Clara Villalobos

Vice President, Senior Business Consultant

Chandi Maharaj

FinLife Partnerships Project Coordinator

Ready To Speak With a Senior Business Consultant About a FinLife Partnership?

Let's Talk

* 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.