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BranchNet

At LPL Financial our technology solutions provide independent advisors all the resources necessary to efficiently complete business processes, freeing up more time for serving clients and developing new business on your schedule. Our proprietary

BranchNet

platform provides a superior suite of technology programs and tools available on a single, fully-integrated operating platform. The system's streamlined account opening and maintenance programs simplify administrative tasks, while comprehensive account search tools allow you to instantly retrieve information about holdings, transactions, and client history. And built-in account management software enables you to keep track of clients' account and personal information.

Combined with the Resource Center-an informational hub providing research, marketing, business management and training-and complimented by our premium subscriptions of advanced portfolio management and financial planning, LPL Financial technology seamlessly blends a one-stop software solution.

BranchNet

helps you manage all your business needs in one place from any location.
  • 24/7 access ensures information and systems are available when you need them
  • Fully integrated suite of technology programs and tools provides a single source for all your needs
  • Instant access to account information and tools
  • Simplified administrative tasks reduces the need for additional staff and cumbersome paperwork
  • More time for you and staff members more time to focus on client acquisition and retention
  • Continual monitoring and enhanced security and reliability of the BranchNet system eliminates concerns about the security of company information and client data

With more than 25,000 users and two million page views daily, our highly secure software enables advisors to do business anytime from anywhere.