LPL Latitude: LPL Financial's Unified Technology

Explore LPL Latitude, LPL Financial’s unified technology connecting artificial intelligence, cybersecurity, financial data, and the workflows advisors rely on every day — without disruption.

LPL Latitude: LPL Financial's Technology Platform

Explore LPL Latitude, LPL Financial’s unified technology connecting artificial intelligence, cybersecurity, financial data, and the workflows advisors rely on every day — without disruption.

LPL advisors, looking for ClientWorks?

Powering Modern Advice

As wealth management evolves, advisors need technology that works together — not a collection of disconnected tools.

LPL Latitude is LPL Financial's unified technology experience, connecting the capabilities that power the advice journey, from data and cybersecurity to advisor workflows, client experiences, and emerging technologies.

The result is a more connected experience that helps streamline operations, strengthen security, and support long-term growth, while providing the flexibility to adapt to what's next.

How LPL Latitude Powers Modern Advice

Connected Data Feeds

Access connected data across the wealth management journey, helping you uncover insights faster, make more informed decisions, and deliver more personalized client experiences.

Built-in Security

Operate with the strength of enterprise-grade security, resilient infrastructure, and integrated safeguards designed to help protect your business, your clients, and your data.

Advisor and Client Experience

Create more seamless experiences for you and your clients with connected workflows, intuitive digital tools, and engagement capabilities that keep everyone informed and connected.

AI-Powered Productivity

Streamline everyday tasks, surface timely insights, and free up more time to focus on client relationships and business growth with Cyan, LPL’s AI-powered agent.

Advisor Centric. Future Ready.

"By creating a unified foundation across our business, we can accelerate innovation, unlock the power of AI and data, and deliver more seamless, intelligent experiences for advisors and their clients. As the industry evolves, LPL Latitude will help ensure our advisors remain at the forefront of delivering exceptional advice."

Rich Steinmeier

CEO of LPL Financial

Advisor Workstation

Discover ClientWorks, LPL’s integrated hub for managing client accounts, transactions, and communications all in one place.

Explore ClientWorks

Client Account Solution

Help clients stay informed with secure, 24/7 access to their account information via LPL’s digital Account View portal.

Explore Account View

Cyan: Coming Soon

Get ready to meet Cyan, LPL’s AI agent.

Stay Tuned

LPL Advisor Insights

As an advisor, growing your financial practice means having a continuous commitment to learning and evolving. Read through actionable strategies and insights you can use to efficiently run your business, as well as the latest news and updates from LPL Financial.