Integrations /Custodians & Portfolio Management
Get started with Wealthbox + ClientWorks
Modern CRM integrated with ClientWorks – LPL Financial’s comprehensive advisor platform.
Integrations /Custodians & Portfolio Management
Modern CRM integrated with ClientWorks – LPL Financial’s comprehensive advisor platform.
Overview
ClientWorks is LPL Financial’s advisor technology platform. The integration with Wealthbox brings client account information and demographic data from ClientWorks into Wealthbox, on client contact record pages. A forthcoming enhancement, due early next year, will bring two-way integration to sync client information between the systems.
Once you enable the integration, simply click on the “LPL Financial” tab on a contact record in Wealthbox. You’ll be able to see high-level data about each of the client’s accounts, including account number, title, type, class, and value.
You can also click into any of the accounts to get more granular data, including holdings, gain/loss information, and much more.
Single sign-on allows advisors to log into ClientWorks
with one click from within Wealthbox.
“CRM is an important part of an advisory firm’s operations, powering everything from internal collaboration to client service to record-keeping and compliance. By integrating Wealthbox and ClientWorks, we are giving advisors more choices to select the right technology to provide superior client experiences and grow their businesses.”
Sumeer Kapila
Vice President of Product Management at LPL Financial
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