LPL Technology

At LPL, we continue to automate time-consuming processes, such as account opening and management, document imaging, transaction execution, and account rebalancing, all to improve your efficiency and accuracy.


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ClientWorks: LPL's business platform

ClientWorks is LPL’s integrated advisor platform that serves as the heart of your day-to-day functions. We built ClientWorks with a financial professional’s workflow in mind, and we designed it to reduce the time spent on routine tasks.

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Account View: Client account platform

LPL Account View gives transparent insight into each account from one central location, allowing you and your clients to view portfolio values, account balances, deposits and withdrawals, and investment returns.

Benefits:

  • Secure, online access via computer, tablet, or smartphone
  • Download data to Quicken or TurboTax
  • An easy-to-use interface with a less than 5 minute enrollment time
  • May reduce calls to your office for simple data requests
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Going digital: Efficient and secure

At LPL Financial, we’re committed to helping financial professionals build efficiencies into their practices with flexible, cost-saving tools, along with the support needed to implement them.

LPL technology gives you access to:

  • Digital document management
  • Asset management with a single-platform solution
  • A web-based financial planning tool
  • An available bundle of compliance tools
  • A network of trusted industry partners for technology products and services
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Information Security

Information security is built into everything we do at LPL, because we know we’re protecting more than just your data, we’re protecting your reputation, your future, and the trust you’ve built with the clients you serve. At LPL Financial, you will find a dedicated team of technology professionals employing their innovation, ingenuity, and intelligence to protect you 24/7.

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