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.
“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.”
Vice President of Product Management at LPL Financial