December 9, 2023

error page

Business is my step

LPL Money Integrates RightCapital Within just ClientWorks Know-how System

3 min read

CHARLOTTE, N.C., Dec. 15, 2020 (World NEWSWIRE) — LPL Economical LLC  (Nasdaq:LPLA), a major retail investment advisory firm, unbiased broker-seller and registered investment decision advisor (RIA) custodian, currently announced that RightCapital is now built-in with ClientWorks, LPL’s advisor know-how platform, offering advisors with added selection and a extra streamlined expertise to produce money setting up solutions to their purchasers.

RightCapital is a economical preparing application that delivers retirement planning, finances and personal debt management, estate setting up, and tax effective distribution resources to advisors. The uncomplicated-to-use software program delivers a sturdy calculation engine that promptly generates outcomes, offers a consumer-welcoming interface and simplifies the fiscal preparing encounter for customers through a centralized shopper portal. LPL advisors will gain from an increased expertise by means of its integration with the firm’s ClientWorks platform, with knowledge seamlessly passing to the resource for higher ease in advisor workflows.

“The shift towards holistic fiscal planning proceeds to increase within just the prosperity administration area, and advisors need to repeatedly evolve their methods and their established of capabilities to be equipped to serve their clients’ most sophisticated requires. As their needs develop, we are conference advisors the place they are with top answers that make it simpler to run their practices and improve price with their clients,” claimed Burt White, LPL Money controlling director and main financial investment officer. “The addition of RightCapital even more improves our electronic ecosystem, run by tools that give advisors selection and the ability to make meaningful experiences for their customers and expand their corporations.”

“We are incredibly thrilled to lover with LPL Money,” suggests RightCapital co-founder and CEO, Shuang Chen. “At RightCapital we are committed to strengthening the financial scheduling expertise for advisors and their purchasers. Our integration with the ClientWorks platform achieves this and aids advisors differentiate their expert services, improve efficiencies, and push organization advancement.”

About LPL Economical
LPL Economic ( ) is a leader in the retail economic guidance marketplace, the nation’s greatest unbiased broker-dealer** and a primary custodian (or company of custodial companies) to RIAs. We provide unbiased fiscal advisors, professionals and economic institutions, supplying them with the technological know-how, investigation, clearing and compliance companies, and follow administration applications they have to have to generate and improve thriving practices. LPL enables them to supply objective direction to hundreds of thousands of American families looking for prosperity administration, retirement organizing, financial organizing and asset administration alternatives.

**Based on overall revenues, Economic Scheduling magazine June 1996-2020.

Securities and advisory services available by LPL Money LLC, an SEC-registered broker-seller and investment decision advisor. Member FINRA/SIPC. 

Through this interaction, the terms “financial advisors” and “advisors” are utilized to refer to registered reps and/or expense advisor reps affiliated with LPL Fiscal LLC. We routinely disclose information and facts that may perhaps be crucial to shareholders in the “Investor Relations” or “Press Releases” part of our web site.

LPL Money and RightCapital are not affiliated.

About RightCapital
RightCapital leverages engineering to make prosperity arranging simpler and a lot more effective for fiscal industry experts and their purchasers. The effects: higher effectiveness, more robust shopper associations, and important business advancement.

Interactive, effortless-to-use technologies implies a lot less time producing economical plans and additional time used with clients. Obvious, participating visualization equipment drive household the effect (and worth) of the financial professional’s retirement, insurance, and tax-organizing suggestions. And a modular-based system delivers the supreme in versatility.

RightCapital is the quickest-growing economical preparing program organization in the country. Its fast improvements, course-leading characteristics, and unbeatable value have revolutionized the fiscal scheduling encounter and sent the options that today’s financial industry experts demand from customers. For a lot more info, be sure to pay a visit to

LPL Economic Media Get hold of:
Lauren Hoyt-Williams
[email protected]

Hook up with Us!

RightCapital Media Contact:
Christine Nero
[email protected]

Connect with Us! clips © All rights reserved. | Newsphere by AF themes.