In news that should make many an LPL advisor onboarding new clients happy, the firm announced Wednesday that it has fully integrated its ClientWorks account opening and AdvisoryWorld proposal generation tools.
Thanks to the integration, the account-opening tool populates its fields with investment information that has already been gathered in AdvisoryWorld. The same can now be said of the ClientWorks customer relationship management system: advisors opening additional accounts for clients can pull in the needed data from the CRM automatically.
This integration follows several other recent announcements, including the integration of MoneyGuidePro in January.
Want The Daily Brief delivered directly to your inbox? Sign up for WealthManagement.com's Morning Memo newsletter.
0 comments
Hide comments
