LPL Financial Adds Envestnet MoneyGuide to ClientWorks

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  • 00 mins 58 secs
LPL Financial is adding new technology to its platform for financial advisors! The investment advisory firm is integrating with Envestnet MoneyGuide to offer this financial planning software on ClientWorks Connected.  According to the release, advisors will be able to see real-time account values- down to the position level- and plan probability in real-time. 

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