LPL right this moment introduced the launch of a brand new utility and set of options constructed into its ClientWorks platform known as Consumer Objectives. This new goals-based device is supposed for advisors to make use of in creating personalised experiences for purchasers and prospects. The brand new utility is offered at no further price and all LPL advisors now have entry to it.
“With Consumer Objectives, advisors are capable of serve their purchasers extra meaningfully with tailor-made actions that work towards a private objective,” stated Burt White, managing director, Investor and Funding Options, in a ready assertion.
The core of the answer makes use of know-how from Fiserv, known as Monetary Recommendation Administration, which was launched on the T3 convention in October 2018. On high of this, LPL constructed a extremely custom-made set of options particularly for its advisors, which included enhancing workflows and connectivity all through ClientWorks, permitting advisors to execute single objective, multi-goal and complete planning.
“For ClientWorks, Fiserv has offered know-how to empower monetary advisors with monetary planning capabilities, delivered by Fiserv APIs whereas permitting LPL to manage their person expertise,” wrote Igor Jonjic, Senior Product Supervisor at Fiserv, in an e-mail.
Consumer Objectives is the newest enhancement to ClientWorks Linked, LPL’s totally built-in platform for advisors. In late January, LPL started offering entry to a brand new proposal era device, powered by AdvisoryWorld, which the agency acquired in December.
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