Our state–of–the–art technology platform is designed to help automate as many trading functions as possible for increased efficiency. In addition, because our technology solutions are offered as a web–based program, your start–up costs and maintenance costs may be reduced. Our technology platform includes an online order entry system for brokerage, investment advisory, annuity, alternative investments and direct held business at mutual fund companies. Trading functions are fully automated and called into your dedicated trading desk. What’s more, front–end order entry and new account set–up can reduce your “Not in good order” paperwork to single digit error rate.
The right technology solution
- Mutual fund direct application — Eliminates sponsor paperwork with increased efficiencies.
- Premium sales tools — Financial advisors can access our world–class portfolio review and management tools.
- FA Resource Center — Topics include: operations, product information, policies, announcements, LPL Financial independent research, model portfolios, mutual fund recommended list, asset allocation strategies and economic commentary.
- Convenient, secure access to client accounts — Account views are available via the Internet, intranet and/or financial advisor web site.
- Automatic data feeds — Your commission processing system will receive automatic updates.
- Automatic upgrades — When we develop new technology or enhance existing technology, you'll receive a free upgrade at no cost.
