Wealthbox + LPL ClientWorks

ClientWorks is LPL Financial’s advisor technology platform. With this two-way sync integration, advisors can rely on instant updates that automatically sync between ClientWorks and Wealthbox, creating a streamlined, error-free client management experience. Any updates to contact information—like addresses or phone numbers—entered on one platform will instantly reflect on the other, keeping client records organized and eliminating the need to double-check for duplicates or re-enter information. Advisors can also see client account data from ClientWorks in Wealthbox, including account number, title, type, class, and value, and use single sign-on capabilities between ClientWorks and Wealthbox.