LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

▤ Summary

CHARLOTTE, N.C., Jan. 09, 2020 (GLOBE NEWSWIRE) -- , a leading retail investment advisory firm and independent broker-dealer, today announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. “The demand for personalized advice continues to rise, making it more important that advisors have access to technology resources that can help them evolve their practices and increase value with clients. Tony Leal, president of Envestnet MoneyGuide, said, “By integrating with the largest independent broker-dealer in the country, we’re able to offer advisors premier financial planning software that will empower them with the technology to meet the needs of their clients and help drive growth in their businesses. Envestnet’s unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives. Envestnet | Tamarac provides portfolio management, reporting, trading, rebalancing and client portal solutions for registered independent advisers ("RIAs").

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