Advisor Service Center (800) 877-7210
Contact Recruitment (888) 250-2420

Home > Technology

Technology

LPL Financial provides the products, tools, systems and technology that not only get the job done, but work hard to reduce your overhead and your workload, resulting in a more profitable practice for you.

Our ongoing commitment to investing in technology, operations and service creates efficiencies for LPL Financial advisors that can result in minimizing practice overhead expenses and ensuring your time is spent on activities that help build your practice. 

Industry-leading tools and support systems
The LPL Financial advantage provides advisors direct access to leading-edge tools and support systems, including:

  • State-of-the-art business processing and client management tools
  • Numerous resources for advice presentations and client communications
  • A wide breadth of research services
  • Direct access to knowledgeable and experienced functional experts
  • Customizable marketing programs to drive business growth
  • Best practices business process training and continuing education

Our advanced operations support systems, resources and infrastructure enable LPL Financial and its advisors to increase revenue while potentially reducing overhead.

  • LPL Financial consistently exceeds industry standards for processing trades and related operational transactions
  • Integrated platforms for operations, transaction support and technology facilitate ease in tracking, monitoring, adjusting and communicating transaction-related information
  • Operational scale, resources and capacity effectively absorb increasing transaction volumes without compromising turnaround times, quality control or revenue growth
  • Disciplined system of checks and balances for measuring and reporting transaction-, operational- and service-based performance
  • Incentive-based compensation programs, tied to exceeding operational goals and targets, provide increased motivation for systems and operational support teams 

Daily Operations
Paperless Office
Investment Advice Presentation
Portfolio Manager
Portfolio Review Tool