Improve efficiency with easy-to-use tools
LPL offers a range of tools and technologies to help you realize the full potential of your office—and save you time—by improving access to documents, workflow, and support.
eSignature: A secure way to sign and submit documents electronically from both desktop and mobile devices, eSignature reduces processing time and eliminates the need to print, fax, or mail documents.
iDoc: Our compliance-approved document management service reduces paperwork processing time by storing client documents on a secure system for easy access.
eDelivery: Your clients can go paperless by choosing to receive monthly statements, quarterly performance reports on advisory accounts, trade confirms, and prospectuses and proxies.
The Enhanced Trading & Rebalancing Tool is an integrated single-platform solution that helps simplify the portfolio rebalancing process, enabling advisors to rebalance hundreds of accounts with a few clicks.
Clients can access a more robust view of their financial lives with WealthVisionSM, a powerful web-based wealth planning tool.
Our Compliance bundle includes a variety of tools advisors need to operate a compliance-minded business, including advisory and other supervision tools, a marketing compliance system, and more.
From initial platform setup to advanced troubleshooting, our skilled technology experts are available via phone and email to answer questions promptly and efficiently, from 7:30 a.m.–7:30 p.m. ET, Monday–Friday.
Vendor Affinity Program
Choose from a network of trusted industry partners for technology products and services ranging from customer relationship management to performance reporting capabilities. Because of our scale, many vendors provide products or services at a discounted rate to our advisors.