{"id":399951,"date":"2020-12-15T09:03:13","date_gmt":"2020-12-15T14:03:13","guid":{"rendered":"http:\/\/www.marketnewsdesk.com\/?p=399951"},"modified":"2020-12-15T09:03:13","modified_gmt":"2020-12-15T14:03:13","slug":"lpl-financial-integrates-rightcapital-within-clientworks-technology-platform","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-integrates-rightcapital-within-clientworks-technology-platform\/","title":{"rendered":"LPL Financial Integrates RightCapital Within ClientWorks Technology Platform"},"content":{"rendered":"<div class=\"mw_release\">\n<p align=\"left\">CHARLOTTE, N.C., Dec.  15, 2020  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=3pUHXHULqIzp-d6k3yxvUciv2PTSEgsKKxA-P9IUmPq1LrUK6FMU7AwF4TNB81jQLhZCepfy1FO_xXnlK07S_7gkFEOAQaxvMXPJn9CK2Oc=\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">LPL Financial LLC<\/a>\u00a0(Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that RightCapital is now integrated with ClientWorks, LPL\u2019s advisor technology platform, providing advisors with additional choice and a more streamlined experience to deliver financial planning services to their clients.<\/p>\n<p>RightCapital is a financial planning software that offers retirement planning, budget and debt management, estate planning, and tax efficient distribution tools to advisors. The easy-to-use software offers a robust calculation engine that quickly generates results, offers a user-friendly interface and simplifies the financial planning experience for clients through a centralized client portal. LPL advisors will benefit from an enhanced experience through its integration with the firm\u2019s <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=hwk5UDpsWe6pM4QrVmxRD7yoRVmf0r33jJvT-uIf19hbMTngnuskFUSPOiInvNZIWFjo2JgOpuA-XU8KoNqi6QMnNBJbBaEjEX-Z4IuRl-cvVYQ1-4GQw_TQr8qsIHycWWCYIJ12GQt9ahJm60aTr6I2Xyr_s8WqBscYzJP8KxIYeTwkYzo90KYAh1IE0Zu-\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">ClientWorks platform<\/a>, with data seamlessly passing to the tool for greater ease in advisor workflows.<\/p>\n<p>\u201cThe shift toward holistic financial planning continues to grow within the wealth management space, and advisors need to continuously evolve their practices and their set of capabilities to be able to serve their clients\u2019 most complex needs. As their needs grow, we are meeting advisors where they are with leading solutions that make it easier to run their practices and enhance value with their clients,\u201d said Burt White, LPL Financial managing director and chief investment officer. \u201cThe addition of RightCapital further enhances our digital ecosystem, powered by tools that give advisors choice and the capacity to create meaningful experiences for their clients and grow their businesses.\u201d<\/p>\n<p>\u201cWe are very excited to partner with LPL Financial,\u201d says RightCapital co-founder and CEO, Shuang Chen. \u201cAt RightCapital we are committed to improving the financial planning experience for advisors and their clients. Our integration with the ClientWorks platform achieves this and helps advisors differentiate their services, maximize efficiencies, and drive business growth.\u201d<\/p>\n<p>\n        <strong><br \/>\n          <u>About LPL Financial<\/u><br \/>\n        <\/strong><br \/>\n        <br \/>LPL Financial (<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=z1eWl21RcttuX_c-H5lk4Jm-40DPMoykidGiWbHjd7kLkdzCGr72u9fsDaMx1FjSn65-omAcj4sCe1EXa4J3RQ==\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/www.lpl.com<\/a>) is a leader in the retail financial advice market, the nation\u2019s largest independent broker-dealer** and a leading custodian (or provider of custodial services) to RIAs. We serve independent financial advisors, professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.<\/p>\n<p>**Based on total revenues, <em>Financial Planning<\/em> magazine June 1996-2020.<\/p>\n<p>Securities and advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor.\u00a0Member FINRA\/SIPC.\u00a0<\/p>\n<p>Throughout this communication, the terms \u201cfinancial advisors\u201d and \u201cadvisors\u201d are used to refer to registered representatives and\/or investment advisor representatives affiliated with LPL Financial LLC.\u00a0We routinely disclose information that may be important to shareholders in the \u201cInvestor Relations\u201d or \u201cPress Releases\u201d section of our website.<\/p>\n<p>LPL Financial and RightCapital are not affiliated.<\/p>\n<p>\n        <strong><br \/>\n          <u>About RightCapital<\/u><br \/>\n        <\/strong><br \/>\n        <br \/>RightCapital leverages technology to make wealth planning easier and more powerful for financial professionals and their clients. The results: greater efficiency, stronger client relationships, and significant business growth.<\/p>\n<p>Interactive, easy-to-use technology means less time creating financial plans and more time spent with clients. Clear, engaging visualization tools drive home the impact (and value) of the financial professional&#8217;s retirement, insurance, and tax-planning recommendations. And a modular-based platform provides the ultimate in flexibility.<\/p>\n<p>RightCapital is the fastest-growing financial planning software company in the country. Its rapid innovations, class-leading features, and unbeatable value have revolutionized the financial planning experience and delivered the solutions that today&#8217;s financial professionals demand. For more information, please visit www.rightcapital.com.<\/p>\n<p>\n        <strong>LPL Financial Media Contact:<\/strong><br \/>\n        <br \/>Lauren Hoyt-Williams<br \/>980-321-1232<br \/><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=KOfaIW7_atPebLHh72dGcH_6c5Wbu1dHICeAAUPSUE30RgD5vbIhH5WPEPg7O-flpWJXOmwdIw-VdpF2papA_6lXodMJCBXzAihAzuQyaGhv4G-T7ROJGhics3oRF7yW\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">Lauren.Hoyt-Williams@lpl.com<\/a><\/p>\n<p>Connect with Us!<\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=z1eWl21RcttuX_c-H5lk4NXCWbCTNh7qUWwJl0MK0vePb7IeOH2ORNm9Tt39KrphnBtfWxQkavssLppFmhDIeuElGM7Sdexyx6WDAXlJbZ4=\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/twitter.com\/lpl<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=z1eWl21RcttuX_c-H5lk4D-aQ_96eeS5JEczIMDTIir6nw7r2OiNytVV4SxChj8R23oD9ww49_ZPxabNdI1cGumFE9Nenfi6ru-wEBB0jvrMhYZAsF5nqnMY0sbOJqxz6yUAmosWar0wYTx2FwSZTVZAzoMRCRV9R3WzFGz1b_0=\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/www.linkedin.com\/company\/lpl-financial<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=z1eWl21RcttuX_c-H5lk4E3vcvAEE6iMd46Y-9wdixnH6X0jHPQwT6pOF1xKMJCToMUtf2vnx8ROlmZKNEWKde-Rb64idO4Ez74QWe1r9P96ueKKoxzzAeRWMvytambQvkG34D-G0vyDQkBWpmCgiw==\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/www.facebook.com\/LPLFinancialLLC<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=z1eWl21RcttuX_c-H5lk4D_7DOVwYunNrqfnCYj21t4PqCJUEjrE9vsi8cwvDkNKNU31zg9ZsiBPfa_K73rTK7OluAe2PoLvW1S5nVkxjpE0svLfoGJkzntB4WJHkQECQSXW3Aoi8wNu_MhQ7O3d2A==\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/www.youtube.com\/user\/lplfinancialllc<\/a>\n      <\/p>\n<p>\n        <strong>RightCapital Media Contact: <\/strong><br \/>\n        <br \/>Christine Nero<br \/>475-282-8814<br \/><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=wktQmuR58VogXfXJSs6Ywrnd8PN4KMR4jrtX8E0C-Zdi50dFN5gskATtwqLdSjrj7npIcAl-WKMvK3LDgSviLCMVtRy4D-1W4QKOk_wlqctKOm9axAVG6pEYumntdOCt\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">Christine.nero@rightcapital.com<\/a><\/p>\n<p>Connect with Us!<\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=z1eWl21RcttuX_c-H5lk4N2QtOmQBMT-eIsG14XsmnvgDkuDQUARL4DY6h0cO5Br0HBQ8Gi66knNi0o3zINVpXaMA60JWmtYO8z1hTus_l4KFAm7Sygwcc81Y5L_huoZ\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/twitter.com\/RightCapitalHQ<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=z1eWl21RcttuX_c-H5lk4D-aQ_96eeS5JEczIMDTIioZHKAuLZjqS8ZsP0OF14KY_jGZnA4YgKLcx3ZkTfN8-VjvbVlEzGiZFyydWe0qamGW94jOr_ognDmQBI93P7x5f77bMN0TmOMLMxS24_GjhuOqjDjdC2Srb47a8tpl-7w=\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/www.linkedin.com\/company\/rightcapital<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=z1eWl21RcttuX_c-H5lk4E3vcvAEE6iMd46Y-9wdixnU2VX1ci0Rb2iWbkaQUf3msNgOl35O5mCFl3FB_0i8OAnvrs1KHkaJsZiuQevMEqHYbBNxfRteZEoTa_Sw7qaSwPOgladnQur3ioFeUCdl4w==\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/www.facebook.com\/rightcapital\/<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=z1eWl21RcttuX_c-H5lk4D_7DOVwYunNrqfnCYj21t5L05CrAxJL9GYPIhwu_zoa4H8zwIQcUNke9SNiTH7zQ5xXlpqGrhKgXczN6SdCclPX3YRpR6HjByXgB3on9Sz_j4_8iChmopvUyuGXZV-FToXk0yxauCmhoBW5oy0XTeM=\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/www.youtube.com\/c\/RightCapital\/videos<\/a>\n      <\/p>\n<\/p>\n<p>      <img loading=\"lazy\" decoding=\"async\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODExMTgxNiMzODgwMjI0IzIwMTkxNDA=\" width=\"1\" height=\"1\" \/><br \/>\n      <br \/>\n      <img loading=\"lazy\" decoding=\"async\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/ml.globenewswire.com\/release\/track\/7ba27ad5-f474-4f63-b25e-78c6e9e78061\" width=\"1\" height=\"1\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>CHARLOTTE, N.C., Dec. 15, 2020 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0(Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that RightCapital is now integrated with ClientWorks, LPL\u2019s advisor technology platform, providing advisors with additional choice and a more streamlined experience to deliver financial planning services to their clients. RightCapital is a financial planning software that offers retirement planning, budget and debt management, estate planning, and tax efficient distribution tools to advisors. The easy-to-use software offers a robust calculation engine that quickly generates results, offers a user-friendly interface and simplifies the financial planning experience for clients through a centralized client portal. LPL advisors will benefit from an enhanced experience through its integration with &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-integrates-rightcapital-within-clientworks-technology-platform\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;LPL Financial Integrates RightCapital Within ClientWorks Technology Platform&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-399951","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>LPL Financial Integrates RightCapital Within ClientWorks Technology Platform - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-integrates-rightcapital-within-clientworks-technology-platform\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Financial Integrates RightCapital Within ClientWorks Technology Platform - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"CHARLOTTE, N.C., Dec. 15, 2020 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0(Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that RightCapital is now integrated with ClientWorks, LPL\u2019s advisor technology platform, providing advisors with additional choice and a more streamlined experience to deliver financial planning services to their clients. RightCapital is a financial planning software that offers retirement planning, budget and debt management, estate planning, and tax efficient distribution tools to advisors. The easy-to-use software offers a robust calculation engine that quickly generates results, offers a user-friendly interface and simplifies the financial planning experience for clients through a centralized client portal. 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Market Newsdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-integrates-rightcapital-within-clientworks-technology-platform\/","og_locale":"en_US","og_type":"article","og_title":"LPL Financial Integrates RightCapital Within ClientWorks Technology Platform - Market Newsdesk","og_description":"CHARLOTTE, N.C., Dec. 15, 2020 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0(Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that RightCapital is now integrated with ClientWorks, LPL\u2019s advisor technology platform, providing advisors with additional choice and a more streamlined experience to deliver financial planning services to their clients. RightCapital is a financial planning software that offers retirement planning, budget and debt management, estate planning, and tax efficient distribution tools to advisors. The easy-to-use software offers a robust calculation engine that quickly generates results, offers a user-friendly interface and simplifies the financial planning experience for clients through a centralized client portal. LPL advisors will benefit from an enhanced experience through its integration with &hellip; Continue reading \"LPL Financial Integrates RightCapital Within ClientWorks Technology Platform\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-integrates-rightcapital-within-clientworks-technology-platform\/","og_site_name":"Market Newsdesk","article_published_time":"2020-12-15T14:03:13+00:00","og_image":[{"url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODExMTgxNiMzODgwMjI0IzIwMTkxNDA=","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-integrates-rightcapital-within-clientworks-technology-platform\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-integrates-rightcapital-within-clientworks-technology-platform\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"LPL Financial Integrates RightCapital Within ClientWorks Technology Platform","datePublished":"2020-12-15T14:03:13+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-integrates-rightcapital-within-clientworks-technology-platform\/"},"wordCount":663,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-integrates-rightcapital-within-clientworks-technology-platform\/#primaryimage"},"thumbnailUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODExMTgxNiMzODgwMjI0IzIwMTkxNDA=","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-integrates-rightcapital-within-clientworks-technology-platform\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-integrates-rightcapital-within-clientworks-technology-platform\/","name":"LPL Financial Integrates RightCapital Within ClientWorks Technology Platform - 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