Integrated Advisor Platform from LPL Financial
ClientWorks, LPL’s comprehensive and intuitive advisor platform, is designed to streamline daily business tasks and help financial advisors like you run their business more efficiently.
ClientWorks: Access and Efficiency
A Workstation That Powers Your Financial Business
With ClientWorks, most of your daily activities as an advisor can be performed in one place, with one secure login, so you don’t have to navigate multiple systems. With the client data and account information you need at your fingertips, you can run your day from a single workstation, freeing you to spend less time on operations and more time on your clients.
ClientWorks includes tools for account opening, client management, trading, and more. A customizable dashboard enables you to access the data and metrics you want to view to help you easily set and move toward your business goals.
Less Time, More Efficiency
Key Features for Financial Advisors
LPL Financial continuously improves ClientWorks based on advisor feedback. Features of our advisor platform include:
- New Account Opening features an easy-to-follow, one-time client account opening process.
- Account Conversion lets you easily convert a brokerage account to advisory and maintain the same account number and history.
- Move Money makes your cash management transactions more efficient.
- Client Reporting provides you with a fully integrated reporting and analytics tool.
- Trading allows you to process trades of equities, mutual funds, and options with our online trading platform.
"The tools that LPL provides to advisors will help us to simplify account management, boost practice efficiency, provide scalability, and improve the overall client experience."
Robert Doran, Branch Manager and President
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As an advisor, growing your financial practice means having a continuous commitment to learning and evolving. Read through actionable strategies and insights you can use to efficiently run your business, as well as the latest news and updates from LPL Financial.
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Disclosures
The views and opinions expressed by the Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor(s) can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
Advisor firms mentioned and LPL Financial are separate entities.
For Financial Professional Use Only