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Advisors Moving to LPL
If you (and your licensed staff members) are moving to LPL, use the link below to access your Transition Portal. You can track your transition progress, and will find valuable resources to help you every step of the way.
Current LPL Advisors
Follow “GO” to access ClientWorks, LPL’s business process platform. Open accounts, use trading tools, and take advantage of the LPL Advisor Resource Center—all designed to help you manage your business more efficiently.
Clients of LPL Advisors
To sign in to your personal account, follow the link below to LPL’s Account View. Get real-time clarity into your portfolios, transactions, and more. Available 24/7, it can also be accessed from any device, anywhere.
Fortigent
A platform providing a rich experience for high-net-worth clients – accelerating your engagement, deepening your relationships, and earning their trust.
Comprehensive Performance Reporting
100%
Clients' assets captured in custodial data and beyond
100
Reports available in the library
24/7
Access available; don't wait for your quarterly meetings
About the Platform
About the Platform
A wealth management platform for advisors targeting high-net-worth families. Services include a comprehensive investment platform with particular expertise in alternative investments, managed model portfolios, multi-custodial performance reporting, and an integrated technology tool kit that includes an end client portal, rebalancing, billing, and proposal generation.
Agility at Work
Fortigent accelerates what is possible for the industry through a robust and seamless platform specializing in performance reporting, investment research, and practice management. We deliver creative reporting and independent research to financial advisors.