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LPL Financial ClientWorksVerified
Advisor platform by LPL Financial providing trading, account management, and research tools for advisors.
Pricing
Enterprise
Founded
1989
Team size
10,000+ employees
Headquarters
San Diego, CA
About LPL Financial ClientWorks
ClientWorks is LPL Financial's integrated advisor workstation for its affiliated financial advisors, providing account opening, portfolio management, trading, reporting, document management and client-relationship tools in one dashboard. It is not marketed to the open market; it is furnished to advisors who affiliate with LPL. It targets independent and institution-based financial advisors on LPL's platform.
Buyer Fit & Positioning
Procurement & Fit
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Pricing
Commercial model
Pricing model: Not specified
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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LPL Financial ClientWorks
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