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Integrated Platform

An Integrated Platform for Your Entire Practice

The fully integrated platform from LPL Financial delivers a full range of resources that address every facet of your RIA and brokerage practice. That means you no longer have to choose sides when deciding how to serve your clients.

You can develop a true fee-based wealth management practice as clients seek to diversify, grow and eventually protect substantially larger portfolios. And as those same clients approach retirement, you can meet their evolving needs with insurance and annuities.

Most importantly, you can do it all on one integrated platform, featuring:

  • Single sign-on for both brokerage and advisory business
  • Integrated fee calculation and billing
  • One consolidated client statement, regardless of fee or commission assets
  • Service360: our single, dedicated service team that supports both sides of your business
  • Simplified application and new account processing

One Platform, One Goal – Yours

  • Overcome the Hybrid RIA challenge (custodian and “friendly” B-D)
  • Discover the universal platform that supports any practice model
  • Registered Investment Advisor (RIA)
  • Hybrid RIA