LPL Financial Announces Q1 2025 Technology Updates
LPL Financial (LPLA) has announced significant technology updates for Q1 2025, introducing 80 new product enhancements to improve advisor and client experiences. Key improvements include:
The LPL Alts Connect platform reduces alternative investment order time by 70%, while a new AI-powered digital marketing platform has helped subscribing advisors grow assets 39% faster than peers. Other enhancements include ClientWorks Rebalancer updates, streamlined retirement plan fee processing, and AI integration through Adobe Acrobat AI Assistant and Box AI.
The company has appointed Vaughn Harvey as EVP and Chief Data and AI Officer to lead data and AI initiatives. LPL received the BISA 2025 Technology Innovation Award for Meeting Manager, and their CISO was recognized on the Cyber 25 Women of Impact List. LPL currently supports over 29,000 financial advisors and 1,200 financial institutions, managing approximately $1.8 trillion in assets.
LPL Financial (LPLA) ha annunciato importanti aggiornamenti tecnologici per il primo trimestre del 2025, introducendo 80 nuove migliorie ai prodotti per migliorare l'esperienza di consulenti e clienti. Tra i principali miglioramenti:
La piattaforma LPL Alts Connect riduce del 70% i tempi di gestione degli ordini per investimenti alternativi, mentre una nuova piattaforma di marketing digitale basata sull'intelligenza artificiale ha aiutato i consulenti abbonati a far crescere gli asset il 39% più rapidamente rispetto ai colleghi. Altre novità includono aggiornamenti al ClientWorks Rebalancer, una gestione più efficiente delle commissioni per i piani pensionistici e l'integrazione dell'IA tramite Adobe Acrobat AI Assistant e Box AI.
L'azienda ha nominato Vaughn Harvey EVP e Chief Data and AI Officer per guidare le iniziative su dati e intelligenza artificiale. LPL ha ricevuto il premio BISA 2025 Technology Innovation Award per Meeting Manager, e il loro CISO è stato riconosciuto nella Cyber 25 Women of Impact List. Attualmente LPL supporta oltre 29.000 consulenti finanziari e 1.200 istituzioni finanziarie, gestendo circa 1,8 trilioni di dollari in asset.
LPL Financial (LPLA) ha anunciado importantes actualizaciones tecnológicas para el primer trimestre de 2025, introduciendo 80 nuevas mejoras de productos para mejorar la experiencia de asesores y clientes. Las mejoras clave incluyen:
La plataforma LPL Alts Connect reduce en un 70% el tiempo de procesamiento de órdenes de inversiones alternativas, mientras que una nueva plataforma de marketing digital impulsada por IA ha ayudado a los asesores suscriptores a aumentar sus activos un 39% más rápido que sus pares. Otras mejoras incluyen actualizaciones en ClientWorks Rebalancer, optimización en el procesamiento de tarifas de planes de jubilación e integración de IA mediante Adobe Acrobat AI Assistant y Box AI.
La compañía nombró a Vaughn Harvey como EVP y Chief Data and AI Officer para liderar las iniciativas de datos e inteligencia artificial. LPL recibió el premio BISA 2025 Technology Innovation Award por Meeting Manager, y su CISO fue reconocido en la lista Cyber 25 Women of Impact. Actualmente, LPL respalda a más de 29,000 asesores financieros y 1,200 instituciones financieras, gestionando aproximadamente $1.8 billones en activos.
LPL Financial (LPLA)는 2025년 1분기를 위한 중요한 기술 업데이트를 발표하며, 자문사와 고객 경험을 향상시키기 위해 80개의 새로운 제품 개선사항을 도입했습니다. 주요 개선 사항은 다음과 같습니다:
LPL Alts Connect 플랫폼은 대체 투자 주문 시간을 70% 단축했으며, 인공지능 기반의 새로운 디지털 마케팅 플랫폼은 구독 자문사들이 동료들보다 39% 빠르게 자산을 성장시키는 데 도움을 주었습니다. 그 외에도 ClientWorks Rebalancer 업데이트, 은퇴 계획 수수료 처리 간소화, Adobe Acrobat AI Assistant와 Box AI를 통한 AI 통합이 포함되어 있습니다.
회사는 데이터 및 AI 이니셔티브를 이끌기 위해 Vaughn Harvey를 EVP 겸 최고 데이터 및 AI 책임자로 임명했습니다. LPL은 Meeting Manager로 BISA 2025 기술 혁신상을 수상했으며, CISO는 Cyber 25 Women of Impact 명단에 선정되었습니다. 현재 LPL은 29,000명 이상의 금융 자문사와 1,200개의 금융 기관을 지원하며 약 1.8조 달러의 자산을 관리하고 있습니다.
LPL Financial (LPLA) a annoncé des mises à jour technologiques majeures pour le premier trimestre 2025, introduisant 80 nouvelles améliorations produits pour optimiser l'expérience des conseillers et des clients. Les améliorations clés incluent :
La plateforme LPL Alts Connect réduit de 70 % le temps de traitement des ordres d'investissements alternatifs, tandis qu'une nouvelle plateforme de marketing digital alimentée par l'IA a permis aux conseillers abonnés d'accroître leurs actifs 39 % plus rapidement que leurs pairs. Parmi les autres améliorations figurent des mises à jour du ClientWorks Rebalancer, une simplification du traitement des frais des plans de retraite, ainsi qu'une intégration de l'IA via Adobe Acrobat AI Assistant et Box AI.
L'entreprise a nommé Vaughn Harvey EVP et Chief Data and AI Officer pour diriger les initiatives en matière de données et d'IA. LPL a reçu le BISA 2025 Technology Innovation Award pour Meeting Manager, et leur CISO a été reconnu dans la liste Cyber 25 Women of Impact. LPL soutient actuellement plus de 29 000 conseillers financiers et 1 200 institutions financières, gérant environ 1,8 trillion de dollars d'actifs.
LPL Financial (LPLA) hat bedeutende Technologie-Updates für das erste Quartal 2025 angekündigt und dabei 80 neue Produktverbesserungen eingeführt, um die Erfahrungen von Beratern und Kunden zu verbessern. Wichtige Verbesserungen umfassen:
Die Plattform LPL Alts Connect reduziert die Bearbeitungszeit für Orders in alternative Investments um 70 %, während eine neue KI-gestützte digitale Marketingplattform abonnierenden Beratern geholfen hat, ihre Vermögenswerte 39 % schneller als ihre Kollegen zu steigern. Weitere Verbesserungen umfassen Updates des ClientWorks Rebalancer, eine optimierte Abwicklung von Gebühren für Altersvorsorgepläne sowie die Integration von KI durch Adobe Acrobat AI Assistant und Box AI.
Das Unternehmen hat Vaughn Harvey zum EVP und Chief Data and AI Officer ernannt, um die Daten- und KI-Initiativen zu leiten. LPL erhielt den BISA 2025 Technology Innovation Award für Meeting Manager, und ihr CISO wurde in die Cyber 25 Women of Impact Liste aufgenommen. LPL unterstützt derzeit über 29.000 Finanzberater und 1.200 Finanzinstitute und verwaltet etwa 1,8 Billionen US-Dollar an Vermögenswerten.
- New Alts Connect platform reduces order time by 70%
- Marketing Solutions subscribers grew assets 39% faster than peers
- Appointment of dedicated Chief Data and AI Officer shows commitment to tech innovation
- Recognition through BISA Technology Innovation Award demonstrates industry leadership
- None.
Firmwide technology and AI enhancements aim to improve experiences for advisors, investors and financial institutions
SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, has announced a series of significant updates to its financial technology, investment solutions and platform infrastructure in the first quarter of 2025. These ongoing improvements underscore LPL’s dedication to helping advisors harness both existing and emerging technologies to optimize their time, create tailored client experiences, and offer more advanced and personalized financial guidance. The first quarter of 2025 saw the introduction of 80 new product enhancements—designed to enhance the experiences of advisors, institutions and end clients.
“Our goal is to consistently enhance the tools and processes used daily, allowing advisors to focus on their core business activities. We are also continuously strengthening our platforms to ensure they are secure, reliable and resilient,” said Greg Gates, Group Managing Director, Chief Technology and Information Officer at LPL. “By leveraging our scale and insights from over 29,000 advisors and 1,200 institutions, we are committed to continuously refining and reinvesting in our technology to address the most critical needs of today’s financial professionals.”
New and Enhanced Tech Solutions
- Alts: LPL Alts Connect has digitized the alts purchase process and reduces order time by up to 70 percent. The platform complements an expanding product set that includes an array of prominent funds, giving advisors more optionality to build diversified, non-correlated portfolios.
- Marketing: A new digital marketing platform leverages technology, including AI, to streamline effective communication with clients and prospects across multiple channels and touchpoints. Advisors who subscribe to LPL’s Marketing Solutions grew assets
39% faster, on average, than their LPL peers over a 6-month period. - Rebalancing: ClientWorks Rebalancer enhancements include single sleeve drift filters, new excess cash options and expiration date flexibility—all designed to offer advisors increased flexibility.
- Retirement plans: A new, dedicated account for outside retirement plans streamlines the tracking and processing of fees, making the entire process more efficient.
- Artificial intelligence (AI): Advisors now have access to Adobe Acrobat AI Assistant and Box AI, as well as Wealthbox AI Reports, which leverages data to build reports based on an advisor’s prompt. With the help of AI, LPL advisors can spend less time on administrative tasks and more time focusing on growing client relationships and the business.
- eSignature Bundling: eSignature bundling has been added to New Account Opening, Move Money and Annuity Order Entry. These updates simplify workflow and save valuable time by reducing the number of emails advisors and investors receive.
Leadership Expansion
Further strengthening its technology leadership, LPL recently welcomed Vaughn Harvey as Executive Vice President and Chief Data and Artificial Intelligence Officer. Harvey will lead the company’s data and AI initiatives, driving innovation and digital transformation across the organization.
Industry Recognition
LPL received the Bank Insurance and Securities Association’s 2025 Technology Innovation Award for Meeting Manager, a proprietary solution that supports advisor productivity, improves oversight for program managers and changes the game on how advisors in institutions engage with their clients. In addition, LPL’s Chief Information Security Officer Renana Friedlich was recognized by CISO Village on the Cyber 25 Women of Impact List for driving change in the cybersecurity industry.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Media Contact:
Media.relations@LPLFinancial.com
(402) 740-2047
Tracking #: 738811
FAQ
What are the main technology updates announced by LPL Financial (LPLA) for Q1 2025?
How much has LPL Financial's Marketing Solutions improved advisor performance?
Who is the new Chief Data and AI Officer at LPL Financial?
What is the current asset size managed by LPL Financial (LPLA)?
How many financial advisors and institutions does LPL Financial support?
