November 6, 2019

United Capital Announces Rachel Schnoll to Lead FinLife CX

United Capital, a Goldman Sachs company, announced it has appointed Rachel Schnoll to lead FinLife CX, an ensemble of tools built for independent advisors to bring […]
January 8, 2019

Comprehensive Client Portal from United Capital Gives Clients 24/7 Access to their Financial Lives

United Capital Financial Advisers LLC (“United Capital”), a financial life management firm has announced its new GuideCenterSM mobile app, available now on the App Store and […]
April 16, 2018

United Capital Releases FinLife CX

United Capital Financial Advisors LLC and FinLife Partners, a division of United Capital, recently announced the launch of FinLife CX (the CX is short for client […]