Chris Paul

The opportunity

In the legacy LPL BranchNet system, portfolio managment and reporting is a loosely-integrated, largely-independant application. For ClientWorks, we sought to both tightly integrate performance monitoring and reporting within client and account summaries and enable customization and branding of the physical reports.

The new Performance Reporting capability within ClientWorks gives advisors a drag-and-drop, WYSIWYG interface for customization and construction of report layouts and modules. Advisors also have an enhanced ability to add their firm's branding to the report for a more personalized experience.

Integration Wireframes

Early concepts for integrated performance monitoring