United Capital Acquires FlexScore To Boost Financial Planning

United Capital is adding a new tool to its technology suite to help advisors make financial planning more meaningful for clients. The Newport Beach, Calif.-based firm, which calls itself a financial life management company, is acquiring FlexScore, a consumer-facing financial planning tool that aggregates users financial data to generate a credit-score-like number of a person’s financial health. Once the investor knows his or her score, FlexScore provides actionable advice on how to improve it that is tailored to the user’s unique financial situation and goals.  United Capital CEO Joe Duran said FlexScore stood out from the competition with its ability to keep users engaged. And while United Capital RIAs will continue to use more advisor-based planning software, Duran said none provide the same client-driven experience as FlexScore. “The scoring and the gamification are very unique,” Duran said. “[Investors]…


Link to Full Article: United Capital Acquires FlexScore To Boost Financial Planning