Technology

United Capital Unleashes Business Software To Outside Advisors

Eliane Chavagnon Editor - Family Wealth Report April 21, 2016

United Capital Unleashes Business Software To Outside Advisors

United Capital Financial Advisers is white labeling its investment management, technology and coaching software package.

United Capital Financial Advisers is making its proprietary Financial Life Management system available to the broader independent advisor market.

FinLife Partners, the white label version, is a turnkey advice and planning platform that provides advisor-branded client experience tools, digital workflow technology and personalized on-demand coaching.

Collateral includes hosted websites, digital marketing tools and the client Guidebook - a financial plan that allows clients to measure their financial performance against their reports. Client experience tools include the Money Mind Analyzer and Honest Conversations exercise, designed to foster "measurable impact in client retention and referrals."

FinLife Partners – which is available to select advisors - will manage all matters related to reinvestment and technology administration, United Capital said.

In February, the firm acquired FlexScore, the digital financial planning product that launched in 2012.

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