“This is an honor for LPL and a wonderful way to recognize months of hard work, innovation and collaboration delivered across the firm,” said Victor Fetter, LPL managing director and chief information officer. “LPL is committed to helping our advisors manage and grow their practices with greater efficiencies delivered through technology. By working closely with our advisors to understand their needs, we were able to provide tools and functionality that create value to be able to manage their businesses in the ways that matter most to them.”
The robust platform was designed to deliver value through the breadth and depth of all of the critical business capabilities that are required to effectively manage a practice. From client and account management to trading, reporting, compliance oversight and analytics, ClientWorks was designed to put the power of technology in the hands of the advisor to be able to manage, understand, grow and scale their practice.
“The LPL technology team has delivered on their promise to provide a next-generation information management system,” said LPL advisor Kevin Beamon. “Clientworks is full of new innovations to give me more control of my information. The platform has satisfied my highest priority in means of technology. It lets me work the way I think, while allowing others advisors to customize their own experience to match their own needs and workflows.”