LPL Financial advisors on the technology they leverage and why

“Technology at LPL is phenomenal,” LPL advisor Eloy de la Garza said. Eloy and several advisors discuss what LPL technology they leverage — and how it benefits them.

They cover tools like MyRepChat for texting, Meeting Manager for client meeting preparation, and Account View, LPL’s investor-facing portal, among others. Their enthusiasm for these tools is clear, with each advisor highlighting how they leverage LPL’s financial technology to enhance their clients’ experience. 

 “When I’m utilizing the technology at LPL, I’m able to decrease the amount of non-client time [and] that’s going to allow me to focus on client building,” Bellan Hyten of Maverick Financial said.

More time to spend with clients, account information that can be accessed anytime and anywhere, and more ways to improve the client experience —that’s what technology at LPL is all about.

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The views and opinions expressed by the LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Maven Wealth Management, Maverick Financial, Ashworth Financial Group, Dunnigan Financial Group, LPL Financial, SoCal Wealth Management and LPL Financial are separate entities.