Chris Paul

The context

LPL's primary business focus is our relationship with our advisors. We take pains to ensure we do not interfere with the relationship between the advisors and the end-investor client.

Account View is the sole digital experience our advisor's end-investor clients experience. It provides access to account details, secure messaging with their advisor, access to statements and reports and simple performance monitoring and analysis tools.

Account View is available on on desktops, tablets and smartphones.

The opportunity

The aim of this effort was to improve performance monitoring and tracking within Account View while improving the overall information structure and simplifying the navigation.