Meet Cyan: LPL Financial’s AI for Advisors

Being an advisor is so much more than the financial; it's empathy, connection, and trust. Cyan, powered by LPL Latitude, takes on the non-human work so advisors can focus on being the humans their clients need.

Meet Cyan: LPL Financial’s AI for Advisors

Being an advisor is so much more than the financial; it's empathy, connection, and trust. Cyan, powered by LPL Latitude, takes on the non-human work so advisors can focus on being the humans their clients need.

AI for Advisors

Built specifically for wealth management, Cyan brings trusted answers, intelligent guidance, and connected workflows directly into the advisor experience.

Connected to the LPL Latitude ecosystem, Cyan helps advisors find information lify work, and spend less time navigating complexity so they can focus more time on serving clients. While Cyan helps move work forward, advisors remain at the center of every recommendation, decision, and client interaction.

AI with a Human Touch

The next generation of AI isn't about replacing human expertise. It's about creating more capacity for it.

Cyan is designed to help advisors move seamlessly from insight to action, bringing together answers, content creation, and workflow support within the advisor experience.

Unlock Insights

Access trusted answers, insights, and recommendations backed by LPL content, guidance, and business context.

Create Confidence

Generate summaries, planning narratives, and content that help reduce preparation time for client meetings.

Drive Action

Support workflows, automate routine activities, and help move work forward.

Your Business, Reimagined

Cyan is designed to bring intelligent support across the many dimensions of your business while keeping advisor judgment at the center of every decision.

Assist

Navigate complexity, answer questions, streamline processes, and coordinate next steps so you can stay focused on clients.

Plan

Identify planning opportunities, connect financial concepts to client needs, and transform information into more meaningful conversations.

Analyze

Surface relevant information, connect insights across systems, and gain faster access to the knowledge needed to make informed decisions.

Grow

Uncover opportunities, prioritize actions, strengthen client relationships, and identify ways to support growth.

Support

Support investment-related workflows and help move work forward efficiently while maintaining advisor oversight and control.

Innovation Built on Trust

The future of AI in wealth management requires more than innovation. It requires confidence. Built on the secure foundation of LPL Latitude, Cyan is designed with security, governance, transparency, and advisor oversight at its core, helping protect advisor businesses, client information, and data while keeping advisors firmly in control.

  • Built to complement your expertise, not replace it
  • Grounded in LPL proprietary information and embedded in daily workflows
  • Transparent and traceable by design
  • Backed by enterprise-grade security and governance practices
Seated financial advisor discussing Cyan, LPL Financial's AI for Advisors

ClientWorks Advisor Workstation

Built with and for advisors, ClientWorks helps you manage client accounts, transactions, and communications all in one place.

Explore ClientWorks

LPL Latitude: Unified Technology

Spend less time switching between systems, more time with clients. Powered by AI, data, cybersecurity, and connected workflows.

Learn More

Protecting Investors from Cyber Threats

Learn how our enterprise-grade security, resilient infrastructure, and integrated safeguards help protect against cyber threats.

Learn More

Cyan FAQs

What is Cyan?

Cyan is LPL’s AI agent for advisors. It works inside the tools you already use — like ClientWorks — to surface answers, simplify routine tasks, accelerate growth and help you move faster, so you can spend more time with the clients who count on you.

Cyan is built specifically for LPL advisors and institutions and is woven into the LPL technology ecosystem. It draws on proprietary LPL content, your workflows, and business context to give you guidance that’s actually relevant to your work.

Over time, Cyan is designed to help you:

 

  • Move through daily work more efficiently
  • Automate routine administrative tasks
  • Surface business growth opportunities and insights
  • Generate summaries and assist with planning

Cyan is designed to live within your workflow and the broader LPL technology experience — not as a separate destination. You’ll reach it inside the tools where you already work, like ClientWorks.

Cyan capabilities are currently being piloted. LPL expects broader rollout of initial Cyan capabilities to begin in Q4 2026.

Disclosures

For financial professional use only.

Tracking #1181055-01