“We’re already receiving great feedback from our clients about the ease of navigation in LPL’s Account View, which is a convenient way for clients to access their financial information. The simplicity and granularity of it really makes life easier. – Todd Sivak

“We really appreciate the integrated technology and the ease of navigation within ClientWorks and Account View, which is what our clients see to track their portfolio. We love that we can pull different reports and performance numbers from one system." - Parker Inabnet

“LPL will enable us to provide elevated experiences for our clients, from statements to account view.” – Michael Menninger

“I love that forms automatically populate in ClientWorks, and I’m especially excited about how clients can visually track their portfolio in Account View. There’s no doubt that LPL technology is going to bring so much more to my client interactions.” – Brian Sheehy

In this three-part series, we reflect back on the ways we’ve tried to give you more — more choices, more value, and more time. Read part 2 to learn more.

LPL Business Solutions can help advisors take their practice to the next level, enhancing the client experience with real results.

With LPL technology, advisors have more time to spend with clients & account information that can be accessed anytime. Read what advisors are saying.

Tools, technology, and materials advisors can use to connect with clients and thrive

In an interview with InvestmentNews, LPL Financial Managing Director Burt White discusses how technology can help free up a critical resource for advisors.