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Investment Advice Presentation

Proper presentation of investment advice ensures clients realize the full value of your services. LPL Financial Technology helps you quickly organize client data, creating graphical illustrations that simplify your presentation in a comprehensive and impressive format.

Your advice will be presented concisely and clearly with your choice of client approved reports. Additionally, numerous client-approved letters, communications and presentation resources are available from LPL Financial Research:

  • Account Security Type Allocation
  • Advisory Performance
  • Cumulative Performance
  • Estimated Income
  • Multi-period Performance
  • Performance Detail
  • Performance Summary
  • Portfolio Appraisal
  • Portfolio Asset Allocation Summary
  • Portfolio Comparative Analysis
  • Portfolio Comparison
  • Portfolio Review
  • Portfolio Security Allocation Summary
  • Realized Gains & Losses
  • Standard & Poor’s Mutual Fund Report
  • Thomson Mutual Fund Report
  • Unrealized Gains & Losses