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Technology & Operations Support

The business of providing financial advice has grown increasingly complex. The tools and technology you depend on to operate an efficient and effective practice are critical to serving your clients and growing your business. We provide the technology tools and capabilities you seek to streamline processing, reduce costs, increase speed and enhance overall productivity and efficiency across your practice.

LPL Financial incorporates industry best practices, technologies and quality control you can depend on, including:

  • Proven oversight and control procedures to assure the highest standards in the current regulatory environment
  • Efficient online processing of trades, new accounts and routine business procedures
  • Real-time access to client and account data at no additional expense
  • Constant reinvestment in operations infrastructure to provide the most advanced technology
  • Straight-through processing, providing direct access to LPL Financial systems

Our commitment to investing in the development of new technologies and continually upgrading existing infrastructures results in significant operational efficiencies for you and your practice. From our fully-integrated BranchNet operating platform, Home Office support systems, sophisticated call center tracking capabilities and state-of-the-art advisor and clearing platforms, more than 12,000 independent financial advisors depend on our technology every day to run their independent practices in the most efficient manner possible.