Advanced Technology At Your Fingertips
Our advanced operations support systems, resources and infrastructure are designed to enable LPL Financial and its advisors to increase revenue while potentially reducing overhead.
BranchNet
The BranchNet platform provides a state of the art suite of technology programs and tools available on a single, fully-integrated operating platform. The system’s streamlined account opening and maintenance programs simplify administrative tasks, while comprehensive account search tools allow you to instantly retrieve information about holdings, transactions, and client history. And built-in account management software enables you to keep track of clients’ account and personal information.
Combined with the Resource Center-an informational hub providing research, marketing, business management and training-and complimented by our premium subscriptions of advanced portfolio management and financial planning, LPL Financial technology seamlessly blends a one-stop software solution.
Manage all your business needs in one place from any location.
- 24/7 access ensures information and systems are available when you need them
- Fully integrated suite of technology programs and tools provides a single source for all your needs
- Instant access to account information and tools
- Simplified administrative tasks reduces the need for additional staff and cumbersome paperwork
- More time for you and staff members more time to focus on client acquisition and retention
- Continual monitoring and enhanced security and reliability of the BranchNet system eliminates concerns about the security of company information and client data
SalesForce CRM
Developed in conjunction with Salesforce.com, this industry-leading customer relationship management (CRM) solution significantly improves client management and office efficiency, while helping maximize profitability. Designed and customized for both independent and institution advisors, SalesForce provides numerous tools to review and analyze profitability, manage client relationships, and establish and manage contact lists.
Householder Group Intranet Portal
Our advisors enjoy a dedicated, interactive Intranet providing access to all things HG.
Join Us In Beautiful Scottsdale, Arizona For A Day Of Discovery
Householder Group offers a distinct value proposition that you will not find elsewhere. We have developed highly-effective, propriety marketing programs and operational systems that are designed to help our advisors become even more successful. We back the success of these programs up with real-life examples and empirical data. In fact, we’re so confident in the effectiveness of our marketing programs
we guarantee the results.