Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work.
“We’re grateful for our continued partnership with LPL Financial and delighted that advisors are now able to access ClientWorks data in Wealthbox,” said John Rourke, CEO and Cofounder of Wealthbox. “Our mission is to help financial advisors collaborate as a team and manage their clients, and we’re proud to be able to help LPL advisors increase their efficiency and support their ability to nurture client relationships and build their practices.”
“CRM is an important part of an advisory firm’s operations, powering everything from internal collaboration to client service to recordkeeping and compliance,” said Sumeer Kapila, Vice President of Product Management at LPL Financial. “By integrating Wealthbox and ClientWorks, we are giving advisors more choices to select the right technology to provide superior client experiences and grow their businesses.”
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Wealthbox is a CRM platform for financial advisors. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices.
LPL Financial Holdings was founded on the principle that LPL should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving nearly 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 550 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.
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