LPL Financial says it has tweaked its ClientWorks platform to make it “easier for advisors to move through the process of turning prospects into clients.”
According to LPL, the integration means its account opening tool “populates with the investment information from AdvisoryWorld, as well as client data from the ClientWorks customer relationship management system.”
The initiative marks a “step forward” in giving advisors access to a platform that is “fully integrated across the key workflows they use every day,” according to Burt White, LPL managing director and chief investment officer.
“Last month, we were excited for advisors to access the enhanced account-opening tool, which significantly cut down the time it takes to open a new account,” he said in a statement. “Now, that tool is even easier to use, with client information as well as the investment information populating in the tool as well,” he pointed out.
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“Giving advisors choice in the tools they use and empowering those tools further through ClientWorks Connected’s deep integration, helps them stay focused on their clients and build successful practices,” White explained.