Great news—LPL has facilitated a data feed to sync account holdings into Riskalyze! We’re thrilled that our thousands of wonderful LPL customers can say goodbye to manual entry of client data from ClientWorks or BranchNet. Our seamless flow with LPL will ensure that everything stays up to date.
Are you as excited as we are? Read the full press release below!
LPL Financial Launches Data Integration With Riskalyze
LPL invests in technology enhancement benefitting its advisors by delivering faster and easier analysis of client accounts on Riskalyze.
SACRAMENTO, Calif., July 24, 2018 /PRNewswire/ — Riskalyze, the leading risk alignment platform, announced today that it is now integrated with LPL Financial’s digital platform. LPL advisors can pull data into Riskalyze, providing seamless account synchronization and advanced monitoring.
The new data feed enables the thousands of LPL advisors who use Riskalyze in their practices to seamlessly link client accounts with corresponding client profiles, automating the data feed to improve efficiency and accuracy.
“We are thrilled with the wide adoption of Riskalyze by LPL advisors. Furthermore, we are proud to have been named their 2016 Vendor Affinity Program member of the year and again in 2017 within our category as it is a clear sign of the value of the Risk Number with LPL advisors,” said Aaron Klein, CEO at Riskalyze. “LPL’s latest move to provide integration capabilities makes a statement—one that demonstrates their commitment to investing in the success of their advisors.”
“At LPL, we are on a journey to deliver a more seamless, integrated technology experience that will make it easier for advisors to manage their practices,” said Burt White, LPL managing director of Investor and Investment Solutions and chief investment officer. “By integrating with select partners, like Riskalyze, we are enabling our advisors to use the tools they value most to drive their business more efficiently.”
The integrated data feed from LPL is live today and free to activate in all Riskalyze Pro, Premier and Enterprise accounts.
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Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to automate client accounts with Autopilot, delivers the first risk-centric 401K experience with Riskalyze Retirement Solutions, and enables enterprises to develop real-time visibility, increase revenue, spot issues and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use the Riskalyze platform to empower the world to invest fearlessly. To learn more, visit riskalyze.com.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
*Based on total revenues, Financial Planning magazine June 1996-2018