Advisor Platforms for Client Services

LPL Financial offers a diverse spectrum of competitive investment management platforms to give advisors the flexibility to create portfolios tailored to the unique needs of their clients.

Fee-Based Platforms for Advisor Growth

LPL provides financial advisors like you a variety of fee-based wealth management platforms and tools, each with different features and benefits. With support from expert consultants and an array of solutions for all types of goals and investment amounts, you’ll be ready to provide in-depth asset management for every investor.

You’ll find solutions for clients just starting out with small amounts to invest, those working to accumulate or protect assets, and high-net-worth investors. And you can pick and choose which platform will suit each client individually.

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LPL Advisory Platforms Provide Scale and Efficiency

With LPL Financial, you have the freedom and power to choose how you build portfolios for your clients. With flexible investment options and customization, you can develop a unique approach that fits your business and your clients’ financial goals.

Model Wealth Portfolios (MWP)

LPL’s unified managed account that enables advisors to combine ETF and mutual fund manager models, separately managed accounts, and their own advisor-driven models all in one account.

Optimum Market Portfolios (OMP)

Features low minimums, diversified asset allocation models made up of mutual funds, and automatic portfolio rebalancing.

 

Guided Wealth Portfolios (GWP)

A digital platform that combines an online client interface with your valuable advice.

 

 

Manager Select (MS)

A separately managed account platform offering high-net-worth clients access to a variety of institutional portfolio managers and a broad range of investment styles.

Strategic Asset Management (SAM)

An open-architecture, fee-based investment platform that helps you deliver customized advice with a rich menu of investment options.

 

LPL Financial Tools for Advisors

With the array of advisor tools available, you’ll be well equipped to provide in-depth asset management for every client. LPL investment tools include:

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Customized Client Proposals

The LPL Proposal Tool enables you to easily create customized investment proposals for existing or prospective clients, giving you a competitive advantage to help you win new business.

Advanced Trading & Rebalancing

ClientWorks Rebalancer is an advanced trading and rebalancing tool, powered by Blaze Portfolio technology, which allows you to simultaneously trade across multiple models, accounts, and security types.

Brokerage to Advisor Conversion

Use the Conversion Tool to quickly convert an entire account from brokerage to advisory in just a few steps and little paperwork.

Automated Meeting Management

Meeting Manager automates planning, execution, and follow-up for annual reviews — and makes it easy to complete all compliance requirements.

Get Support When You Need It

With LPL Financial as your partner, you’ll have expert support for all of your operational and technical needs. In addition to advisory platform tools, our Advisory Consultants are available to help you select and implement LPL’s advisory platforms in your practice.

With their expertise and guidance, you can expect to quickly master the advisory platforms, products, and tools that will help you establish your competitive edge, meet your clients’ investment objectives, and grow your business.

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Disclosures

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. This material has been created and designed for licensed financial professionals only and may not include the level of detail, explanation and disclosure needed for a general audience to accurately evaluate the facts.

There is no assurance that the Advisory platforms discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities will be required to effect some of the strategies. Investing involves risks including possible loss of principal.