Maximize your firm for your clients.

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Your firm, powered by FinLife.

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®, an end-to-end client experience that enables you to deliver for what clients value most—guidance that helps them live the life they want.

Deliver a deeper, more engaging experience with FinLife®

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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.

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Award-winning* training

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

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Tailored investment management

Build and manage portfolios customized to your clients.

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.

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Meet our team.

Rachel Schnoll

Managing Director, Head of FinLife Partners

Speak with a team member.

  • A personal conversation.
  • Your questions answered.

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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.