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Lpl To Offer Proprietary Crm Software To Brokers | AutoTraffic

LPL to Offer Proprietary CRM Software to Brokers

LPL Financial has been testing proprietary customer relationship management software with a small group of advisers, and plans to integrate it into its upgraded broker workstation early next year. read more

Paychex Announces Partnership with LPL Financial to Offer Fully Integrated Small Market Solution

By combining its innovative software ... 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magaz... read more

Wealth2k® joins LPL Vendor Affinity Program

LPL Financial is the nation's largest independent broker ... will offer LPL advisors The Income for Life Model® at a substantial discount compared to its retail price. The Income for Life Model includ... read more

Mobile Assistant Announces Its Inclusion in LPL Financial's Vendor Affinity Program

"We are thrilled to be selected as part of the initial roll out of LPL's Vendor Affinity Program," said Corey Westphal, President at Mobile Assistant. "Our inclusion provides LPL advisors access to wh... read more

Gryphon Investors and Transportation Insight Make Majority Investment in Nolan Transportation Group

NTG's strong track record of delivering superior performance for both shippers and carriers, while delivering increased broker productivity, has been enhanced by its proprietary FreightHawk software . ... read more

100% for Agents: HomeSmart Shows Why Letting Agents Keep All of Their Commission Is in a Broker’s Best Interest

While many traditional brokers ... offers 100-percent free technology and tools, from transaction management, CRM, agent websites and more. Earlier this year, HomeSmart relaunched an evolved version o... read more

Blue Frog Solutions Receives Minority Investment From LPL Financial Services

... among independent broker/dealers for 11 consecutive years by Financial Planning Magazine (June 1996-2006, based on revenues). With over 1,700 staff members headquartered in Boston, San Diego and C... read more

Quadron Data Solutions™ Announces New Integration Enhancements With Laser App Software to Simplify Account Opening for Broker-Dealers

Quadron Data Solutions, an affiliate of Fetter Logic, provides technology-enabled solutions for independent, bank and insurance broker-dealers. The company's core platform includes DataPro, a propriet... read more

Interactive Brokers Group, Inc. (IBKR) CEO Thomas Peterffy On Q3 2018 Results - Earnings Call Transcript

Interactive Brokers Group, Inc. (IEX ... RIA multiple fees to allocated trade among multiple customer account. We also offer free Customer Relationship Management or CRM software as well as reporting ... read more

Orion lands $27-billion AUM account as BAM Alliance phases out its homemade system built on Schwab PortfolioCenter

In perhaps the biggest software win to date in the RIA business, Orion Advisor Services LLC has added BAM Alliance and its $27 billion of managed assets as a client. The Omaha, Neb.-based maker of por... read more

These Are The Benzinga Global Fintech Awards Finalists For Best Financial Advisor Or Wealth Management Platform

To offer more clarity on who is competing for the prize of most innovative in each category, Benzinga is breaking out the finalists in each category and offering more information about what they do. T... read more

Match-Trade Offers a Revolutionary and an Enhanced Multi-Asset Class MT4 White Label Solution for Small to Medium Size Forex Brokers

Match-Trade has combined together state of the art software components of matching engine technology that enable forex providers (Brokers, Prime Brokers and ... you seek advice from an independent fin... read more
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