A Year Later: Use of LPL Financial’s GWP Platform is Growing Quicker than Any Other Platform in LPL History

Last Edited by: LPL Financial

Last Updated: July 30, 2018

Guided Wealth Porfolios

“It has been exciting to see so many advisors put this platform to work for their business,” said Rob Pettman, LPL executive vice president, Product and Platform Management. “With over 4,000 active accounts, we’ve received valuable feedback that has enabled us to make many enhancements to create an even better digital experience for advisors and their clients. We will continue to make sure the platform is adding value to advisors and helping them to differentiate their practices.”

Recent enhancements have been made to GWP’s landing page, the investor onboarding experience and advisor dashboards, along with an additional capacity that enables advisor teams to collaborate within the platform.

Julia Carlson, founder of Financial Freedom Wealth Management Group, is GWP’s most active user with over 170 clients utilizing the platform to manage their accounts. “GWP has helped tremendously with my team’s capacity and efficiency,” said Carlson. “The platform saves advisors and their support staff’s time, allowing us to focus on the relationship with our clients. The platform’s recent enhancements have gotten more intuitive from the client perspective and more user friendly for the advisor, especially with the latest edition of allowing team members to access the dashboard.”

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Learn how GWP can help you attract clients of all ages.

Read more about how LPL leveraged Blackrock’s FutureAdvisor to build a robo solution fit for its advisors and their clients.

Financial Freedom Wealth Management Group and LPL Financial are separate entities.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.