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LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions

LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions

LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, announced that the firm has partnered with Slack, a leading channel-based messaging platform, to give advisors and their teams new tools to communicate in real time, whether working from the same office, from home or on the road. Slack allows teams to communicate faster than with traditional email, and provides the ability to save conversations and pick up right where they left off, supporting productivity and collaboration while being able to locate information quicker.

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“LPL is focused on delivering technology resources that meet advisors where they are, and right now, teams are working remotely more than ever. Yet they are also going above and beyond to ensure their clients have the support of the advisor they trust during this disruptive time,” said Burt White, LPL Financial managing director and chief investment officer. “We are focused on ensuring our clients have access to the tools and solutions that make it possible for their businesses to continue to thrive. Slack is an ideal solution to bring teams together in this virtual environment, making it seamless to operate in support of their clients, while increasing the digital capabilities that will be the driving force of the advisor practice of the future.”

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“We’re excited to partner with LPL to streamline advisor collaboration, deepen employee engagement and help deliver the highest levels of client service,” said Robert Frati, SVP of Sales & Customer Success at Slack. “We’re seeing more companies like LPL invest in Slack to improve communication, alignment and agility in an ever-changing environment. We’re delighted that we were able to meet LPL’s high standards across security and compliance and are eager to help successfully launch Slack to over 17,000 advisors.”

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