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ClientWorks: LPL's business platform

ClientWorks is LPL’s integrated advisor platform that serves as the heart of your day-to-day functions. We built ClientWorks with a financial professional’s workflow in mind, and we designed it to reduce the time spent on routine tasks.

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Account View: Client account solution

LPL Account View gives transparent insight into your clients’ financial account information from one central location, allowing you and your clients to view portfolio values, account balances, deposits and withdrawals, and investment returns, any time from any device.

Benefits to you and your clients:

  • 24/7 secure, online access via web portal or mobile app
  • An easy-to-use interface with a less than 5 minute enrollment time
  • Integrations with Client Goals & WealthVision
  • Your practice may see a reduction in calls for simple data requests
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Going digital: Efficient and secure

At LPL Financial, we’re committed to helping financial professionals build efficiencies into their practices with flexible, cost-saving tools, along with the support needed to implement them.

LPL technology gives you access to:

  • Digital document management
  • Asset management with a single-platform solution
  • A web-based financial planning tool
  • An available bundle of compliance tools
  • A network of trusted industry partners for technology products and services