Two men viewing LPL clientworks application on computer

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.

Person holding mobile device and viewing LPL Account View application

Account View: Client account platform

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

Benefits:

  • Secure, online access via computer, tablet, or smartphone
  • Download data to Quicken or TurboTax
  • An easy-to-use interface with a less than 5 minute enrollment time
  • May reduce calls to your office for simple data requests
Person using digital device

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