LPL Financial launches WealthVision Essentials tool

LPL Financial (LPLA) announced the launch of WealthVision Essentials, an integrated financial planning tool powered by eMoney. This new platform is designed to enhance the services of LPL’s financial advisors, whether independent or part of an institution like a bank or credit union, by providing them with easily accessible financial planning software and tools to support holistic financial guidance. WealthVision Essentials is a turnkey financial planning solution that includes: Stand-Alone Planning Modules: These tools enable advisors to create basic financial plans quickly and efficiently for common client scenarios. Advisors can scale their financial planning offerings without adding additional internal resources or headcount. Customized financial plans can also help distinguish advisors from do-it-yourself and robo-advisor models that focus more on mass-market financial advice informed by national averages rather than a client’s unique life situation. Interactive Client Portal: A collaborative platform facilitates seamless communication and engagement with clients, personalizing and enhancing the overall client experience. Seamless Integration: Full integration with LPL’s advisor platform ClientWorks ensures smooth data sharing and workflow support, making the financial planning process more efficient and effective.