LPL Roadmap Update: Top Enhancements from Q2 2025

This quarter's enhancements were focused on helping advisors develop ideal wealth management strategies for their clients, as well as incorporating more AI in our back-end systems to give advisors a great front-end experience. The top 3 enhancements included:

• A brand new, free financial planning tool, powered by eMoney
• Additional options in our award-winning unified managed account platform
• Generative AI incorporated into our advisor workstation

Free eMoney Planning Tool

LPL advisors now have access to a new, no-cost version of eMoney’s base financial planning software, called WealthVision Essentials, which is completely integrated with LPL’s tech ecosystem. With this tool, advisors can more easily offer financial planning services to a broader client base.

Retirement, education, and insurance planning modules can be used to help clients develop thoughtful plans to work toward their future goals. Plus, clients can view and interact with their financial plans directly in their Account View app — LPL’s client portal — making it more likely that clients will stick to the strategies created for them.

Expanded Unified Managed Account Capabilities

Model Wealth Portfolios is LPL’s award winning* unified managed account that enables advisors to combine multiple investment types and approaches, all in one account supported by outsourced trading. Recent enhancements include the ability to create custom models using common stock securities, enabling advisors to build their own portfolios from the ground up — and then combine them with third party manager models.

Plus, the lineup of separately managed accounts continues to expand, enabling advisors to serve high-net-worth clients with a personalized approach. With these capabilities, advisors can mix and match countless options and capabilities to deliver true customization without sacrificing efficiency.

GenAI Search Added to Advisor Workstation

Generative AI was incorporated into LPL’s advisor Resource Center, giving users instant, summarized answers right at the top of their results page. Rather than having to dig through links and figure out what might be most relevant to them, LPL advisors now get the information they need right away. This is just one example of how LPL is incorporating AI into our backend systems to make advisors’ lives and days easier.

More Innovation to Come

This is just a sneak peek into LPL’s robust product roadmap for 2025, which includes further enhancements to Model Wealth Portfolios, an improved compensation system for easy viewing of commissions, expanded AI capabilities, an evolved client app, and more. As a holistic wealth management firm, we have the scale to continue to invest in our advisors’ experience, enabling them to both serve their clients and build the business of their dreams.