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WealthVision

LPL Financial recommended financial planning software

WealthVisionSM features:

  • 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 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

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

Watch a demo of WealthVisionSM