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Joe Duran

Joe Duran

Newport Beach-based United Capital Financial Advisers LLC, which has $21.6 billion assets under management, released its newest white-label software for financial advisers.

FinLife CX, which stands for client experience, permits advisers to maintain their existing customer relationship management systems while using United Capital’s white label software tools.

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United Capital said FinLife CX is moving away from traditional fees based on assets under contract and management to a new fee structure that will charge an annual $600 per-client guidance fee.

“It will allow for three things to happen: shorten the time to begin delivering the unique financial life management process; expand our universe of potential partners; and revise our pricing to reflect a cleaner, simpler, per-client model,” founder and Chief Executive Joe Duran said in a statement.

United Capital in 2016 released FinLife OS, a client relationship management system that included training and coaching. That software resulted in United Capital signing 22 firms with nearly $9 billion in assets.