A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice
LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who choose to use the leading financial planning software will now benefit from an enhanced experience, with data flowing seamlessly between the tool and ClientWorks, making it easier and more efficient for advisors to deliver planning services.
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“The demand for personalized advice continues to rise, making it more important that advisors have access to technology resources that can help them evolve their practices and increase value with clients. As a partner to our advisors, we are committed to investing in our technology platform to make it a differentiator for their businesses, across models. With the addition of MoneyGuide to ClientWorks Connected, advisors now have more choice in selecting a fully integrated financial planning solution that can help them more efficiently manage their practices and create an even better client experience,” said Burt White, LPL Financial managing director, Investor & Investment Solutions.
MoneyGuide is a top financial planning solution, according to the 2019 national T3 survey. It helps advisors use financial planning to motivate clients to create, implement and maintain investment strategies as they work toward financial wellness. Through integration with ClientWorks, LPL advisors see real-time account values, down to the position level, as well as plan probability in real time. Additionally, plan reports are seamlessly imported back into ClientWorks. The software is available to advisors with single-sign-on functionality, with no extra clicks necessary after logging into ClientWorks, making it easy and effortless to leverage the tool as part of their technology workstation.
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Tony Leal, president of Envestnet MoneyGuide, said, “By integrating with the largest independent broker-dealer in the country, we’re able to offer advisors premier financial planning software that will empower them with the technology to meet the needs of their clients and help drive growth in their businesses. There are a significant number of LPL advisors using MoneyGuide, and we’re looking forward to the opportunity to work with many more LPL advisors who can benefit from our deep integration with LPL’s ClientWorks platform.”
