LPL ClientWorks: Practice Management Dashboard
The opportunity
Historically, LPL affliated advisors and institutional program managers must turn to traditional reporting and third-party business planning tools to asses and evaluate the efficiency and profitability of their business operations, client operations and advisor/branch productivity.
The ClientWorks Practice Management Dashboard is LPL's first step towards an integrated reporting and goal-tracking capability, leveraging the deep data assets of the firm.
Using the dashboard, principal advisors and program managers can set meaningful goals, track progress, monitor inflows and outflows, watch trends and other KPIs.
The Dashboard gives authorized users views of KPIs at the firm and individual advisor level.
Asset mix
Goal setting and monitoring
Mobile experience