United Capital’s FinLife Partners Passes Growth Milestone, Announces Redtail Integration

FinLife Partners reaches $10.4 billion in assets under contract

Redtail users gain access to financial life management firm’s white-label platform

NEWPORT BEACH, Calif.--()--United Capital Financial Advisers LLC (“United Capital”), the country’s first and largest financial life management firm, and FinLife Partners, a division of United Capital, today announce a new integration with FinLife CX, the firm’s white-label wealth management platform, and Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, as well as celebrating $10.4 billion in assets under contract1 from independent advisory firms now signed to use the FinLife platform.

This integration improves the versatility of FinLife CX, allowing Redtail users to rapidly onboard to the FinLife platform without having to train on an entirely new system. “The flexibility of FinLife CX means advisors can access United Capital’s outstanding, white-label financial life management tools within Redtail’s next-generation technology in a seamless interface that reduces redundant data entry,” said Redtail CEO Brian McLaughlin.

Partner firms can also choose to access the full power of the platform through FinLife CX+ Investment Management, with access to a wide breadth of experienced asset managers, where advisers can work with their clients to choose from several investment strategies to build a personalized portfolio, one that is tailored to each client’s priorities and can be adjusted throughout a person’s individuals lifetime as goals change.

The FinLife offering has evolved in tandem with its swift growth since its inception in mid-2016, signing 26 firms and seeing sustained interest from independent advisors nationwide. The value of United Capital’s financial life management tools and unparalleled client experience resonates with partner firms, who gain access to powerful tools like GuideCenter®, MoneyMind® and Honest Conversations® and resources to stay engaged and relevant with digital-savvy clients. In addition to vastly improved client satisfaction, FinLife platform users have reported an average of 25 percent growth in top line revenue.2

The release of FinLife CX this year made the white-label offering even more potent, combining United Capital’s client engagement tools with a totally open architecture.

“FinLife CX takes advisors beyond one-and-done retirement plans and dry performance reports, unlocking the power to add real value to clients’ day-to-day needs,” said Mike Capelle, Chief Platform Officer of United Capital. “FinLife CX meets an incredible demand from partner firms to help households align their money with their priorities and grapple with the unique challenges in their financial lives.”

To learn more about FinLife CX, United Capital invites you to the next demos, which are set for Sept. 21, Oct. 5, and Oct. 19 at 11:30 a.m. PT/1:30 p.m. CT/2:30 p.m. ET. Click here to register.

About United Capital Financial Partners

United Capital Financial Partners, Inc., the parent company of United Capital Financial Advisers, LLC (“United Capital”) and its consulting affiliate, is an independent financial life management firm. United Capital was recently ranked #2 in the Barron’s 2018 list of Top 40 Independent Financial Advisors. United Capital is a Registered Investment Adviser (RIA) offering client objective advice and an open architecture platform that enables a wide array of investment management solutions tailored specifically to client needs. Today, United Capital has approximately $23.3 billion in assets under management and 89 offices nationwide. For more information, please visit www.unitedcp.com.

About Redtail Technology

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona and Georgia. For more information, visit www.redtailtechnology.com.

1 FinLife Partners assets under contract represent the assets under management of the advisors that have signed up for FinLife Partners platform services, which they have placed under consideration for FinLife Partners’ services.

2 Statistics derived from offices that joined United Capital from 2011 to 2015, after their transition period of six months. Results not guaranteed and may vary.


Gregory FCA for United Capital
Jimmy Moock, 610-228-2125