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Portfolio Review Tool

The Portfolio Review Tool (PRT) is a powerful web-based tool that allows financial advisors to provide an immediate asset allocation overview of existing or prospective client portfolios. The overview relates directly to clients’ specific positions and investment objectives.

Advanced Portfolio Diagnostics
Advanced portfolio diagnostics can help you compare the current holdings of a portfolio to an asset allocation model. Overweights and underweights, as well as sector breakdowns, will help you make important decisions in rebalancing and facilitating your trade recommendations. And, with the ability to present hypothetical portfolios, you will be able to demonstrate the benefit you will add as a valued financial advisor.

Quick and easy method for organizing client account information
PRT is designed for financial advisors to quickly and easily organize their client’s account information, where accounts may be qualified or non-qualified and include stocks, bonds, mutual funds, CDs and variable annuities.

Key features and benefits of PRT include:

  • 24/7 monitoring of client portfolios  
  • Complete portfolio review of household assets held at and outside of LPL Financial
  • Problems with a portfolio’s current structure are easily and clearly illustrated for use with existing or prospective clients
  • Load accounts quickly - then view, print or email to clients and prospects
  • Store client portfolios for updated future reviews
  • Load all underlying securities in Manager Select accounts to accurately evaluate a client’s portfolio
  • Create custom models