Advisory platforms and tools

Advisory platforms and tools

The sheer variety of private wealth management platforms and advisory platform tools are assembled to keep your business running efficiently without sacrificing client service. With support from expert consultants and an array of advisor tools, you’re ready to provide in-depth asset management for every investor.
Products

Products

From financial services to financial planning, our access to a broad range of products and solutions allows you to serve your clients and grow your practice. With LPL Financial, you can provide the choice and objectivity to guide your clients toward their financial goals.

Alternative investments

LPL Financial offers a range of products designed for formulating, supporting, or supplementing specific strategies to address clients’ expectations.

Annuities

LPL offers you access to a broad scope of investments from more than 40 annuity companies.

Cash and banking services

LPL Financial offers access to cash and working capital management, banking services, and credit card solutions.

Equities

The LPL Research team equips you with the latest equity investment insights and expert advice so you can make more informed decisions.

Fixed income

You can offer clients access to a full range of competitively priced taxable and tax-advantaged fixed income products through LPL.

Insurance

With LPL Financial, you have access to a suite of insurance solutions through our full-service, in-house insurance agency.

Mutual funds & ETPs

LPL offers a comprehensive selection of both mutual funds and ETPs, along with the robust technology needed to fully support all transactions.