Get started with Wealthbox + LPL ClientWorks

ClientWorks is LPL Financial’s advisor technology platform. With this two-way sync integration, advisors can rely on instant updates that automatically sync between ClientWorks and Wealthbox, creating a streamlined, error-free client management experience. Any updates to contact information—like addresses or phone numbers—entered on one platform will instantly reflect on the other, keeping client records organized and eliminating the need to double-check for duplicates or re-enter information. Advisors can also see client account data from ClientWorks in Wealthbox, including account number, title, type, class, and value, and use single sign-on capabilities between ClientWorks and Wealthbox.

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  Once you enable the integration, simply click on the “LPL Financial” tab on a contact record in Wealthbox. You’ll be able to see high-level data about each of the client’s accounts, including account number, title, type, class, and value.

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  The Wealthbox and ClientWorks two-way sync integration ensures client data stays updated automatically in both systems, eliminating manual entry.

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  Single sign-on allows advisors to log into ClientWorks
  with one click from within Wealthbox.