Investor Presentaiton
3
Vertical integration
Our operating platform delivers industry-leading flexibility and
integrated workflows
Lead with choice and flexibility
■
Promote optionality by integrating a broad array of third-party tools
Design and deliver proprietary capabilities as needed
Guide advisors to best-fit solutions
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Leverage unique expertise to match advisors to the right capabilities
Guide advisors and enterprises to solutions optimized for cost
Streamline integrated workflows
Make it easy for advisors to execute seamlessly across our ecosystem
Provide access to practice management insights to drive advisor growth
Learn and iterate
8
Curated choice
HE
8
Integrated
workflows
Optimized implementation
Expert guidance
Ideal
tech stack
LPL Financial Member FINRA/SIPC
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