ClientWorks Integrated Advisor Workstation

Simplify your day and move your business forward with LPL Financial's unified technology experience, ClientWorks. Powered by LPL Latitude, LPL Financial’s technology platform strategy, ClientWorks brings together tools, data, and advisor workflows in a seamless experience.

CLIENTWORKS: ACCESS AND EFFICIENCY

One Connected Hub for Your Business

ClientWorks, part of LPL Latitude's unified technology experience, brings the tools and information financial advisors rely on every day into one connected experience.

With a single secure login, you can manage key business activities, access client information, complete transactions, and collaborate with your team — all without switching between multiple systems.

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Power Key Advisor Workflows

Built on a secure, resilient foundation, ClientWorks is designed to support your business today while adapting to evolving technology with key capabilities:

  • New account opening: Accelerate onboarding with digital account opening, client agreements, and householding.
  • Account conversion: Transition accounts smoothly while preserving account numbers and historical data.
  • Money movement: Manage cash transfers and account funding through streamlined workflows.
  • Client reporting: Access integrated reporting and analytics to uncover insights and support client conversations.
  • Trading: Execute and manage trades efficiently from a centralized platform.

"The tools that LPL provides to advisors will help us to simplify account management, boost practice efficiency, provide scalability, and improve the overall client experience."

Robert Doran

Branch Manager and President, Infinity Wealth Group

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.

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Disclosures

The views and opinions expressed by the Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor(s) can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Advisor firms mentioned and LPL Financial are separate entities.

For Financial Professional Use Only