Integrated Advisor Platform from LPL Financial

ClientWorks, LPL’s comprehensive and intuitive advisor platform, is designed to streamline daily business tasks and help financial advisors like you run their business more efficiently.

ClientWorks: Access and Efficiency

A Workstation That Powers Your Financial Business

With ClientWorks, most of your daily activities as an advisor can be performed in one place, with one secure login, so you don’t have to navigate multiple systems. With the client data and account information you need at your fingertips, you can run your day from a single workstation, freeing you to spend less time on operations and more time on your clients.

ClientWorks includes tools for account opening, client management, trading, and more. A customizable dashboard enables you to access the data and metrics you want to view to help you easily set and move toward your business goals.

torso-view of suited business man, fingers touching, in meeting

Less Time, More Efficiency

aerial view of a man and women sitting together two people having a conversation while smiling over a laptop

Key Features for Financial Advisors

LPL Financial continuously improves ClientWorks based on advisor feedback. Features of our advisor platform include:

  • New Account Opening features an easy-to-follow, one-time client account opening process.
  • Account Conversion lets you easily convert a brokerage account to advisory and maintain the same account number and history.
  • Move Money makes your cash management transactions more efficient.
  • Client Reporting provides you with a fully integrated reporting and analytics tool.
  • Trading allows you to process trades of equities, mutual funds, and options with our online trading platform.

"The tools that LPL provides to advisors will help us to simplify account management, boost practice efficiency, provide scalability, and improve the overall client experience."

Robert Doran, Branch Manager and President

Infinity Wealth Group

LPL Advisor Paths

As an advisor, growing your financial practice means having a continuous commitment to learning and evolving. Read through actionable strategies and insights you can use to efficiently run your business, as well as the latest news and updates from LPL Financial.

Multicultural team of professionals holding rainbow flags in solidarity.

Stories from LPL Pride Alliance: What Does Pride Mean to You?

| LPL Financial

Two businesswomen shaking hands in an office setting.

Building Client Success with Partnership and Innovation at LPL Financial

| LPL Financial

financial advisor Brian Scott, Elevánt Wealth

Expanding Your Advisor Practice with Paraplanning Services

| LPL Financial

Jeremy Holly, LPL executive vice president, Strategic Business Development

Players in Mergers & Acquisition Game | A Talk with Jeremy Holly

| LPL Financial

headshot of Anna Howard

LPL Private Wealth Management: HNW Advisors’ New Choice

| LPL Financial

man and woman sitting at desk talking

Elevating HNW Advisor Business through Whole Client Approach

| LPL Financial

Independent Wealth Consultants financial advisor Jason Valle headshot

Jason Valle’s Advisor Success: Born from Diversity & Inclusion

| LPL Financial

View More

Other LPL Offerings

Account View

LPL’s Account View gives your clients access 24/7 to financial accounts, statements, secure documents, and more, from any device, with an easy-to-use interface.

Learn More

White Papers

Get industry-leading best practices from LPL's white papers for strategies you can use to more effectively guide your clients and build your business.

 

Learn More

Transitioning to LPL

LPL’s transition support team will answer your questions and develop solutions for your specific needs with training, compliance readiness, and more.

 

Learn More

Disclosures

The views and opinions expressed by the Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor(s) can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Advisor firms mentioned and LPL Financial are separate entities.

For Financial Professional Use Only