Platforms That Power Your Practice

Advisors are empowered with freedom, flexibility, and support to build portfolios tailored to every investor’s goals with LPL Financial’s suite of fee-based platforms, consulting support, and advisory tools. 

Scalable Platforms Built for Growth

Whether you’re helping clients just starting their journey or managing complex portfolios for high-net-worth households, LPL gives you the technology and expertise to deliver an exceptional advisory experience.

Advisor-Driven Platform

Deliver fully customized advice with this open-architecture, fee-based platform that supports a wide range of investment options.

Unified Managed Account Platform

Seamlessly merge professional models made up of mutual funds and exchange-traded funds, separately managed accounts, and your own strategies all in one cohesive account designed for your clients’ goals.

Third-Party Mutual Fund Platform

Give clients access to low-minimum, diversified portfolios made up of mutual funds and automatic rebalancing for simplified asset management.

Digital Advice Platform

Blend digital convenience with your personal advice. This platform offers an intuitive online platform paired with your guidance for clients who prefer a tech-enabled experience.

Separately Managed Account Platform

Offer high-net-worth clients exclusive access to institutional portfolio managers and an array of investment styles through this separately managed account superstore with hundreds of options.

Streamline Your Business

Create Tailored Proposals in Minutes

With ClientWorks Proposal, LPL’s fully integrated, in-house proposal system, you can build professional, customized investment proposals for prospects and existing clients, helping you win new business and deepen relationships.

Streamline Trading and Rebalancing

Our ClientWorks Rebalancer, powered by Blaze Portfolio technology, lets you efficiently trade across models, accounts, and security types all from one powerful platform – completely integrated with all of the other systems available through LPL.

Convert Accounts Effortlessly

The Conversion Tool simplifies brokerage-to-advisory transitions, allowing you to move entire accounts in just a few steps with minimal paperwork.

Automate Meeting Management

LPL’s Meeting Manager takes the hassle out of annual reviews by automating scheduling, compliance tasks, and follow-ups so you can focus on client conversations.

Support Every Step of the Way

You're never on your own with LPL Financial. Our Advisory Consultants are here to help you choose and implement the right platforms and tools for your practice.

With their professional experience, you can quickly master LPL's advisory technology, strengthen your client relationships, and scale your business with confidence. The team can also help you build a plan with a goal to fully optimize - and potentially even grow - your fee-based business.

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Boost Efficiency. Maximize Accuracy.

Discover how LPL’s technology can streamline your workflow by automating account management, trading, and rebalancing so you can focus on clients, not paperwork. 

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More Products. No Pressure.

Gain access to a broad range of non-proprietary investment products to curate financial strategies that fuel your clients’ goals.

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Find Your LPL Recruiter

Ready to realize your business’ highest potential? We’re here to help. Find a recruiter in your area to start a confidential conversation.

Get in Touch

Disclosures

For Financial Professional Use Only.