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Advisory Tools and Resources

Providing sophisticated asset management and unparalleled client service is critical to your success as a financial advisor. Yet both can be significantly time consuming. The following advisory resources are designed to work in conjunction with our investment platform choices to help you optimize your time and run a profitable practice without sacrificing quality client servicing.

Advisory Calculators
A broad range of fee and conversion calculators are available online at our Resource Center.

  • Fee-based conversion calculator
  • Platform specific pricing calculators


Investor Presentation & Proposal Tool (IPPT)
A free online resource that enables you to quickly create client-approved presentations to communicate the benefits of your practice, capabilities and services. You have the option to include investment recommendations using all advisory platforms. Proposals may be customized to your practice and DBA and can include:

  • Income needs analysis
  • Alternative investments
  • Hypothetical or historical calculations


Portfolio Review Tool (PRT)
A powerful tool that allows you to input an asset allocations for an existing or prospective client portfolio and compare the allocation to the investment objective and industry benchmarks.


Portfolio Comparison System
A customized portfolio review tool that shows how client assets are invested currently, versus a portfolio allocation recommended by the advisor.


ASI Portfolio Rebalancing Tool
A web-based tool integrated with BranchNet that offers portfolio rebalancing across multiple accounts. This includes advisor customized models and LPL Financial recommended SAM models with the ability to generate and execute trade lists in BranchNet.