LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software
LPL Financial (LPLA) has launched WealthVision Essentials, a comprehensive financial planning platform powered by eMoney, available to all LPL advisors at no additional cost. The platform includes stand-alone planning modules, an interactive client portal, and seamless integration with LPL's ClientWorks platform.
Data from LPL's top 10% of advisors shows they are 53% more likely to offer estate planning, 41% more likely to offer tax planning, 28% more likely to offer retirement plan consulting, and 17% more likely to offer insurance. The company serves nearly 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.7 trillion in brokerage and advisory assets for approximately 6 million Americans.
The rollout will occur throughout Q2 2025, aiming to help advisors differentiate themselves from robo-advisors and provide more personalized financial guidance.
LPL Financial (LPLA) ha lanciato WealthVision Essentials, una piattaforma completa per la pianificazione finanziaria basata su eMoney, disponibile per tutti i consulenti LPL senza costi aggiuntivi. La piattaforma include moduli di pianificazione indipendenti, un portale interattivo per i clienti e un'integrazione fluida con la piattaforma ClientWorks di LPL.
I dati dei migliori consulenti LPL (top 10%) mostrano che sono il 53% più propensi a offrire pianificazione successoria, il 41% più propensi a offrire pianificazione fiscale, il 28% più propensi a offrire consulenza sui piani pensionistici e il 17% più propensi a offrire assicurazioni. L'azienda serve quasi 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, gestendo circa 1,7 trilioni di dollari in asset di brokeraggio e consulenza per circa 6 milioni di americani.
Il lancio avverrà durante il secondo trimestre del 2025, con l'obiettivo di aiutare i consulenti a differenziarsi dai robo-advisor e offrire una guida finanziaria più personalizzata.
LPL Financial (LPLA) ha lanzado WealthVision Essentials, una plataforma integral de planificación financiera impulsada por eMoney, disponible para todos los asesores de LPL sin costo adicional. La plataforma incluye módulos de planificación independientes, un portal interactivo para clientes y una integración fluida con la plataforma ClientWorks de LPL.
Los datos del 10% superior de los asesores de LPL muestran que tienen un 53% más de probabilidades de ofrecer planificación patrimonial, un 41% más de probabilidades de ofrecer planificación fiscal, un 28% más de probabilidades de ofrecer consultoría de planes de jubilación y un 17% más de probabilidades de ofrecer seguros. La empresa atiende a casi 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, gestionando alrededor de
El despliegue se realizará durante el segundo trimestre de 2025, con el objetivo de ayudar a los asesores a diferenciarse de los robo-advisors y proporcionar una orientación financiera más personalizada.
LPL Financial (LPLA)는 eMoney 기반의 종합 재무 계획 플랫폼인 WealthVision Essentials를 출시했으며, 모든 LPL 자문사에게 추가 비용 없이 제공됩니다. 이 플랫폼은 독립형 계획 모듈, 인터랙티브 클라이언트 포털, 그리고 LPL의 ClientWorks 플랫폼과 원활하게 통합됩니다.
LPL 상위 10% 자문사 데이터에 따르면 이들은 유산 계획을 제공할 확률이 53% 더 높고, 세금 계획을 제공할 확률이 41% 더 높으며, 은퇴 계획 상담을 제공할 확률이 28% 더 높고, 보험을 제공할 확률이 17% 더 높습니다. 회사는 약 29,000명의 금융 자문사와 약 1,200개의 금융 기관에 서비스를 제공하며, 약 1.7조 달러의 중개 및 자문 자산을 약 600만 미국인에게 관리하고 있습니다.
이 플랫폼은 2025년 2분기 전반에 걸쳐 출시될 예정이며, 자문사들이 로보 어드바이저와 차별화하고 보다 개인화된 재무 지침을 제공하는 데 도움을 주는 것을 목표로 합니다.
LPL Financial (LPLA) a lancé WealthVision Essentials, une plateforme complète de planification financière propulsée par eMoney, disponible pour tous les conseillers LPL sans frais supplémentaires. La plateforme comprend des modules de planification indépendants, un portail client interactif et une intégration fluide avec la plateforme ClientWorks de LPL.
Les données des 10 % meilleurs conseillers de LPL montrent qu'ils sont 53 % plus susceptibles d'offrir une planification successorale, 41 % plus susceptibles d'offrir une planification fiscale, 28 % plus susceptibles d'offrir des conseils en planification de retraite et 17 % plus susceptibles d'offrir des assurances. L'entreprise dessert près de 29 000 conseillers financiers et environ 1 200 institutions financières, gérant environ 1,7 billion de dollars d'actifs de courtage et de conseil pour environ 6 millions d'Américains.
Le déploiement aura lieu tout au long du deuxième trimestre 2025, visant à aider les conseillers à se différencier des robo-conseillers et à fournir des conseils financiers plus personnalisés.
LPL Financial (LPLA) hat WealthVision Essentials eingeführt, eine umfassende Finanzplanungsplattform, die von eMoney unterstützt wird und allen LPL-Beratern ohne zusätzliche Kosten zur Verfügung steht. Die Plattform umfasst eigenständige Planungsmodule, ein interaktives Kundenportal und eine nahtlose Integration mit der ClientWorks-Plattform von LPL.
Daten der besten 10% der LPL-Berater zeigen, dass sie 53% wahrscheinlicher Nachlassplanung anbieten, 41% wahrscheinlicher Steuerplanung anbieten, 28% wahrscheinlicher Rentenplanberatung anbieten und 17% wahrscheinlicher Versicherungen anbieten. Das Unternehmen betreut fast 29.000 Finanzberater und etwa 1.200 Finanzinstitute und verwaltet rund 1,7 Billionen US-Dollar an Brokerage- und Beratungsvermögen für etwa 6 Millionen Amerikaner.
Die Einführung erfolgt im Laufe des zweiten Quartals 2025 mit dem Ziel, Beratern zu helfen, sich von Robo-Advisors abzuheben und eine persönlichere Finanzberatung zu bieten.
- Platform provided at no additional cost to all LPL advisors
- Integration with existing ClientWorks platform enhances operational efficiency
- Potential for increased AUM through expanded service offerings
- Helps advisors compete better against robo-advisors through personalized planning
- None.
Insights
LPL's free eMoney-powered planning platform strategically enhances advisor capabilities to deliver comprehensive wealth management beyond just investment advice.
WealthVision Essentials represents a significant enhancement to LPL Financial's technology ecosystem by incorporating eMoney's financial planning capabilities directly into their platform. The strategic importance is underscored by LPL's research showing their most successful advisors (top 10%) differentiate themselves through comprehensive services beyond portfolio management. Specifically, these top advisors are
The technology integration approach is particularly noteworthy. By fully integrating with LPL's advisor platform ClientWorks, this solution reduces the friction typically associated with using separate planning systems that require manual data transfers. This seamless data flow between systems creates operational efficiencies that may allow advisors to focus more on client relationships rather than administrative tasks.
The stand-alone planning modules feature directly addresses scalability challenges in financial planning. These modules enable advisors to quickly create targeted plans for specific client scenarios without requiring extensive customization for every situation. This modular approach potentially allows advisors to extend planning services across more of their client base, including those with less complex situations who might not have received comprehensive planning previously.
The interactive client portal represents an important digital experience enhancement, consistent with evolving client expectations for collaborative engagement with their financial information. This portal functionality supports the trend toward more continuous planning rather than the traditional annual review model, potentially increasing client engagement and satisfaction.
Perhaps most significant is LPL's decision to provide this platform to all advisors without additional cost, effectively democratizing advanced planning capabilities across their entire network regardless of advisor size or revenue contribution. This eliminates a common barrier to adoption for planning technology and reinforces LPL's commitment to equipping their advisor force with competitive tools.
LPL's free planning technology addresses industry shift toward comprehensive advice, potentially enhancing advisor value proposition against commoditized investment management.
LPL Financial's introduction of WealthVision Essentials represents a strategic enhancement to their business model in response to evolving wealth management industry dynamics. With
The wealth management landscape has increasingly shifted from pure investment management toward comprehensive financial planning as a core value proposition. LPL's internal data supporting this platform launch reveals that their most successful advisors are significantly more likely to offer expanded services beyond portfolio management, with estate planning (
This platform addresses a key business challenge for advisors: differentiation from automated investment platforms. As noted in the release, these tools help "distinguish advisors from do-it-yourself and robo-advisor models" by enabling personalized planning rather than "mass-market financial advice informed by national averages." This positioning is particularly relevant as advisors face fee compression for basic investment management services.
The timing aligns with cited "increasing demand from clients for sophisticated planning solutions, particularly in the high-net-worth space." High-net-worth clients typically require more complex planning scenarios that generic investment platforms cannot adequately address, creating an opportunity for advisors with robust planning capabilities to capture this market segment.
By providing this platform at no additional cost, LPL is making a substantial investment in their advisors' capabilities. Financial planning software typically represents a significant expense for independent advisors, often costing thousands of dollars annually. Absorbing this cost directly enhances advisor economics while potentially improving client outcomes and retention.
The phased implementation throughout Q2 2025 suggests a methodical approach to training and adoption, recognizing that technology value is only realized through effective implementation and usage by the advisor community.
SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, is pleased to announce the launch of WealthVision Essentials, an integrated financial planning tool powered by eMoney. This new platform is designed to enhance the services of LPL’s financial advisors, whether independent or part of an institution like a bank or credit union, by providing them with easily accessible financial planning software and tools to support holistic financial guidance.
In a recent study, 175 of LPL Financial’s top
“We are seeing an increasing demand from clients for sophisticated planning solutions, particularly in the high-net-worth space, and a growing adoption of solutions to better manage volatility. That’s why we are committed to equipping every advisor with end-to-end planning solutions to better guide their clients. We are excited to introduce WealthVision Essentials as a core offering to help advisors integrate planning more seamlessly into their practice,” said Aneri Jambusaria, Group Managing Director of Wealth Management.
WealthVision Essentials is a turnkey financial planning solution that includes:
- Stand-Alone Planning Modules: These tools enable advisors to create basic financial plans quickly and efficiently for common client scenarios. Advisors can scale their financial planning offerings without adding additional internal resources or headcount. Customized financial plans can also help distinguish advisors from do-it-yourself and robo-advisor models that focus more on mass-market financial advice informed by national averages rather than a client’s unique life situation.
- Interactive Client Portal: A collaborative platform facilitates seamless communication and engagement with clients, personalizing and enhancing the overall client experience.
- Seamless Integration: Full integration with LPL’s advisor platform ClientWorks ensures smooth data sharing and workflow support, making the financial planning process more efficient and effective.
All LPL financial advisors will have access to this advanced financial planning software at no additional cost. Advisors will be onboarded throughout Q2 2025.
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 nearly 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 advisor 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 #: 733625
FAQ
What is LPL Financial's WealthVision Essentials and when will it launch?
How many financial advisors and assets does LPL Financial (LPLA) manage?
What are the key features of LPL Financial's WealthVision Essentials platform?
How do LPL Financial's top advisors differentiate their services?
