YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial ...
CHICAGO: YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial by launching a direct integration with ClientWorks, LPL’s advisor technology platform. This enhancement streamlines workflows, reduces manual data entry, and improves client engagement for LPL’s nearly 29,000 advisors.
LPL advisors have been using YCharts to research investments, optimize strategies, and create compelling sales collateral for 5 years. Now, the ClientWorks integration enables seamless portfolio synchronization, eliminating the need for manual uploads and reconciliation—allowing advisors to work more efficiently and shift focus to their clients.
Unlocking New Efficiencies for LPL Financial Advisors
“This integration builds on our strong relationship with LPL Financial, reinforcing our commitment to advisor efficiency,” said John Vander Vennet, Chief Revenue Officer at YCharts. “By connecting YCharts directly with ClientWorks, we’re enabling LPL advisors to spend less time on administrative tasks and more time delivering value to clients.”
Gary Carrai, Chief Product Officer at LPL Financial, added, “Our goal is to provide our advisors with seamless, high-impact tools to solve pragmatic problems along their advisor journey. This comprehensive integration with YCharts makes it even easier for them to manage portfolios, engage clients in valuable conversation, and drive better outcomes.”
By strengthening the YCharts-LPL Financial relationship, this integration underscores a shared commitment to delivering innovative, time-saving solutions that enhance advisor efficiency and client service.
About YCharts
YCharts is a leading financial technology Software as a Service (SaaS) platform designed to elevate client engagement and empower wealth management teams to make smarter investment decisions. With advanced analytics, powerful visualization tools, and comprehensive data, YCharts is built to enhance team cohesion, ensuring uniformity across investment-related workflows and scalable operations. YCharts offers an ideal solution for wealth management firms looking to maintain consistency in client communication and investment strategies across multiple teams and offices, ultimately driving significant AUM growth.
Visit YCharts on Social Media
LinkedIn
Twitter
YouTube
Instagram
Fonte: Business Wire
Alaa Abdul Nabi, Vice President, Sales International at RSA presents the innovations the vendor brings to Cybertech as part of a passwordless vision for…
G11 Media's SecurityOpenLab magazine rewards excellence in cybersecurity: the best vendors based on user votes
Always keeping an European perspective, Austria has developed a thriving AI ecosystem that now can attract talents and companies from other countries
Successfully completing a Proof of Concept implementation in Athens, the two Italian companies prove that QKD can be easily implemented also in pre-existing…
#AI--NiCE (Nasdaq: NICE) today announced the winners of its 2025 International CX Excellence Awards, honoring organizations from across EMEA and APAC…
Roblox Corporation (NYSE: RBLX) today announced that it will report the company’s second quarter 2025 financial results before the opening of the U.S.…
#AI--LambdaTest, a unified agentic AI and cloud engineering platform, has announced it has become a strategic sponsor of Appium, the world’s most widely…
ServiceNow (NYSE: NOW) today announced that it will release financial results for the second quarter ended June 30, 2025, following the close of market…