Today we’re happy to announce we’re working with LPL Financial to integrate Wealthbox CRM with LPL ClientWorks!

With thousands of LPL advisors already using Wealthbox, we know how important ClientWorks is as a central repository for client account information. Our technology teams have been hard at work to connect ClientWorks with Wealthbox to streamline the advisor experience.

The integration between ClientWorks and Wealthbox will be released in two phases.

The first phase, planned for release in early Q4, will include a one-way data integration and provide ClientWorks account data and contact demographic information visible in Wealthbox. This release will also include two-way, single sign-on between Wealthbox and ClientWorks. It is currently being tested in a pilot program with mutual customers of Wealthbox and LPL.

The second phase, planned for release in 2024, will include a bi-directional sync of contact demographic information between ClientWorks and Wealthbox. This will allow advisors near-real-time synchronization of contacts between Wealthbox and ClientWorks, eliminating duplicative data entry.

Scott Belous, EVP of Investor Experience at LPL

“A data connection between ClientWorks and Wealthbox will help reduce the amount of re-keying needed across systems and reduce data entry errors as a result,” said LPL’s EVP of Investor Experience Scott Belous. “It’s another example of our strategy to help advisors free up time in their busy schedules by streamlining their daily workflows so they can spend more time building their business and helping their clients.”

“We’re delighted that advisors will be able to sync data between Wealthbox and ClientWorks,” said John Rourke, CEO and Cofounder of Wealthbox. “Our mission is to help financial advisors streamline their business operations, and we are proud to be able to help LPL advisors to increase their efficiency and support their ability to nurture relationships with their clients.”

John Rourke, CEO & Cofounder of Wealthbox

Along with the integration, we are putting functionality in place for LPL advisors to be eComm compliant (LPL’s internal compliance reporting system) when using Wealthbox. Wealthbox can deliver reports to LPL for ongoing advisor compliance so users will be able to fulfill LPL’s compliance requirement.