Fintech Integration Marketplace

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LPL Financial

LPL Financial is a company providing a platform for brokerage and investment advisory services to independent financial advisors. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income products, insurance, and alternative investments, such as non-traded real estate investment trusts and business development companies. The company also offers fee-based advisory platforms and support, which provides access to no-load/load-waived mutual funds, exchange-traded funds, stocks, bonds, conservative option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities.

LPL Financial
  • Brokerage
LPL Financial

Companies that integrate with LPL Financial

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

AdvisorPeak
AdvisorPeak
AdvisorPeak provides rebalancing software in a powerful yet simple way to help financial advisors manage their client portfolios.
Advisors-Assistant
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
RedBlack Software
RedBlack
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.

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LPL Financial

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