LPL Roadmap Update: Top Enhancements from Q1 2025

This year, LPL Financial has invested $470 million into technology development and innovation, leveraging our advisors' feedback to drive the improvements that will be most impactful. Technology choice continues to expand, and integration capabilities are increasing. Now, many LPL systems have two-way integration with third-party tools, so if advisors enter information in one tool, it appears in the other.

While multiple enhancements took place this quarter, the top 5 include:

• Full integration between Wealthbox CRM and ClientWorks, LPL's advisor workstation
• New AI tools added to our lineup
• New features added to LPL’s investor portal and app
• Evolution of LPL’s advanced trading tool

Full Integration Between Wealthbox CRM and LPL’s Advisor Workstation

The popular and easy-to-use CRM offered by Wealthbox is now fully integrated with LPL’s advisor workstation, ClientWorks. As a result, when advisors enter information in one system, it appears in the other one. This means client contact information stays organized, duplicative data entry is eliminated, and data is consistent across systems – and most importantly, time is saved.

Wealthbox CRM

New AI Tools Added to LPL Lineup

LPL has built a curated list of artificial intelligence tools, pre-approved and pre-sorted for advisors to use – so they don’t have to take the time to review themselves or worry about compliance challenges. The tools can help drive efficiency and time savings. This quarter, Adobe Acrobat AI Assistant, Box AI, and Wealthbox AI Reports joined the lineup, which will continue to grow throughout 2025.

New Investor Portal and App

Account View, LPL’s investor portal and app, is continuing to improve and evolve based on advisor and client feedback. With its menu of features, it’s easy for investors to find the information they need about their accounts and interact with their advisor, strengthening the relationship. New features this quarter include:

• Integration with meeting scheduling apps
• Financial planning calculators, right in the tool
• More filters that allow investors to search for and organize their information

Investor App

Evolution of LPL’s Advanced Trading Tool

Just last year, LPL launched a new, advanced trading tool called ClientWorks Rebalancer, which enables advisors to easily trade individual accounts or models. In just a few short months this year the tool expanded with new features. Advisors can now leverage portfolio management security drift filters, which enables them to find and rebalance accounts that deviate from their target allocations at the model level. In addition, they can access a new rebalancing algorithm that invests clients’ excess cash according to pre-set model allocation targets. These are just two of the many features to recently join the tool.

ClientWorks Rebalancer: Security Drift

ClientWorks Rebalancer: Invest Cash

Learn more about LPL’s technology. If you’re interested in going deeper, contact your LPL Financial recruiter.