ClientWorks Incorporates AdvisoryWorld's Proposal General Tool

Last Edited by: LPL Financial

Last Updated: January 31, 2019

ClientWorks Incorporates AdvisoryWorld's Proposal General Tool

LPL Financial is proud to announce that advisors can now access AdvisoryWorld’s award-winning proposal generation tool within ClientWorks, delivering on the firm’s commitment to move quickly to incorporate the tool as a core offering of advisors’ technology workstation.

At no additional cost, advisors are now able to take advantage of the tool to build proposals, find and analyze investment data and build portfolios with institutional-grade financial modeling tools. LPL will continue to enhance its proposal generation capabilities throughout the year by introducing greater efficiency, deeper integration and more personalization.

“Rather than building something ourselves, we invested in a company that offers leading capabilities so that advisors could have the resources they need to grow their business—and to be able to deliver that fast, so it can begin to bring value to advisors’ practices,” said Burt White, managing director, Investor and Investment Solutions. “We are excited for advisors to have access to this technology that nurtures connections and can help advisors build stronger client relationships. We are committed to our advisors’ success, and we will continue to invest in and deliver innovative solutions that help advisors create value with clients and be successful independent business owners.”

By simply signing into ClientWorks and clicking through to the tool, advisors are seamlessly logged in to the robust tool that provides greater insight into an investor’s current financial situation, enhanced risk tolerance capabilities and a broader array of securities including stocks and bonds. In addition, it provides pre-loaded LPL recommended models and includes outside strategist models for advisors using Model Wealth Portfolios (MWP).

More enhancements will be made over time to give advisors a more customized and tailored experience that is unique in the marketplace, elevating advisors’ ability to service existing clients with sophisticated analytics and modeling.

Bringing AdvisoryWorld’s technology to LPL advisors at no cost helps accelerate the firm’s ClientWorks Connected vision to deliver a fully integrated platform where advisors have everything they need to serve their clients—from prospect phase through the entire lifecycle of the client relationship. The firm expects to deliver more core capabilities over the coming months to create seamless workflows that help advisors gain efficiency and grow their business.


AdvisoryWorld has received several Industry Awards for User Experience, Integration, and Risk Profiling at FUSE and events.