Largest independent broker-dealer in the United States builds client lifecycle management solution with Appway
LPL Financial, the largest independent broker-dealer in the United States, has developed a streamlined client lifecycle management solution for the firm’s 30,000 users. The solution, built in partnership with Appway, provides an end-to-end digital experience on LPL’s ClientWorks platform for financial advisors and their staff.
Anthony Perkins, Executive Vice President of Technology Product Development