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WealthVision

WealthVision is the LPL Financial recommended financial planning software. This integrated solution serves the needs of financial advisors and their clients seeking to aggregate account assets and information for the purpose of tracking progress against goals.

  • Comprehensive and flexible web-based wealth and goal planning tool
  • Fully integrated with BranchNet, LPL Financial Account View and BranchNet iDoc
  • From single-goal or event analysis, such as retirement or an unexpected death or disability, to a comprehensive financial plan, WealthVision helps you create a roadmap for your clients, wherever they might be in life
  • Provides comprehensive, aggregated client view of all assets in one place with real time asset values for their financial plan across multiple accounts and advisors (LPL Financial and non-LPL Financial accounts)
  • Leverages LPL Financial Research asset allocation models
The User-friendly Web-Enabled Platform Offers:
  • Remote accessibility for you and your clients
  • Interactivity
  • Personalization
Additional Features Include:
  • Stand-alone retirement income tool
  • Comprehensive planning center for advanced cash flow
  • Retirement and estate planning capabilities
  • Imaged document sharing with clients
  • Email capabilities
  • Advisor alerts
  • Integrated into Outlook, Excel, and Morningstar
  • Mobile access for advisors and clients via SmartPhones and iPads

LPL Financial has negotiated reduced pricing making this extraordinary tool available to advisors at a reduced flat fee of $300 per month for an unlimited number of clients.