Short answer
An LPL ClientWorks integration connects LPL Financial's advisor platform data to Salesforce Financial Services Cloud, so advisors affiliated with LPL see accounts and activity in their CRM.
How the LPL ClientWorks integration works
LPL-affiliated advisors use ClientWorks for accounts, trading and service. Integration with Salesforce reduces swivel-chair work and keeps client records current.
What syncs
- Accounts and balances
- Client details
- Service activity where available
Integration options
- LPL-supported data integrations
- Middleware into FSC
What to plan for
- Data access policies set by LPL
- Rep and branch mapping
Frequently asked questions
Can LPL advisors use Salesforce?
Yes. Many LPL-affiliated practices run Salesforce Financial Services Cloud.
What data can be synced?
It depends on LPL's available integrations and permissions, typically accounts and client details.