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.

To hear LPL Financial's story live, join our next conference Appway Sphere for Financial Services on Sept 25 in New York.
Anthony Perkins, Executive Vice President of Technology Product Development