Choice. Customization. Control.

These three words are integral to LPL Financial’s approach to developing and delivering technology, tools, products and platforms to our financial advisors and financial institution collaborations.

In this overview, LPL has created a technology playbook that gives you access to the financial advice products that help you work best and enables you to customize software and programs for your business.

Thanks to valuable feedback and insights from financial professionals like you, LPL has developed innovative technology, robust practice-management resources, and flexible investment platforms that give you freedom of choice, the ability to customize, and control. The result is you can tailor these offerings to your practice or financial institution and build your vision of success at your pace.

“We don’t deliver technology just to deliver it. We really want it to solve pain points or problems.” — Greg Gates, LPL managing director and chief technology and information officer, on the Challenges Ahead.

And because such innovation deserves to be celebrated, we’re honored to share that LPL recently received a 2022 Technology Innovation Award from the Bank Insurance and Securities Association (BISA).

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Tracking # 1-05270622

Running a Digital Office

From eSignature to web-based wealth planning, learn how LPL Financial’s tech flexibility helps you keep pace.

Account View

Collaboration is value. Account View allows your clients 24/7 access to their accounts from any device.

LPL Technology

Technology choice is just one benefit at LPL. Learn how many ways we support your move to independence.