Designed to increase practice efficiency, LPL’s tools and processes make it easier to run your business. You’ll be able to focus more on building your practice, deepening your client relationships, and expanding your financial services capabilities.
With the right tools in place, you may increase speed and enhance the efficiency of your practice. Whether you’re an independent financial advisor or part of a team,our single platform makes it easier to streamline your processes with instant access to account and client information, broad investment offerings, secure document storage, and detailed practice management resources.
By offering investors secure online access to their portfolio at any time, from any device, you increase convenience for your clients. Once enrolled, your clients have the option to request paperless statements, trade confirmations, quarterly performance reports, and prospectuses, potentially increasing traffic to your website while reducing call volumes.
Streamline your business processes for greater efficiency with cost-efficient, flexible, and easy-to-use tools that help you begin realizing the benefits of a paperless office immediately—without special equipment, complicated software installation or lengthy training.