The tools we use.
The platforms behind our planning, investing, and client service.
The tools behind our work.
These platforms help us plan, invest, manage client relationships, and keep your full financial picture in one secure place.
eMoney
Our financial planning platform and secure client portal.
See your accounts, goals, and progress in one place, any time.
RightCapital
Interactive financial planning and your online planning portal.
Log in to view your plan, model decisions, and track progress toward your goals.
Wealthbox
Our client relationship management system.
Keeps every conversation, task, and follow-up organized.
YCharts
Investment research, economic data, and charting.
Helps us research investments and explain market context clearly.
Kwanti
Portfolio analytics and model management.
Lets us compare and stress-test portfolios before recommending them.
PocketRisk
Risk-tolerance assessment.
Helps us match your portfolio to the level of risk you're comfortable with.
Wealth.com
Digital estate planning and document creation.
Helps us, help you build and keep your will, trust, and estate documents up to date.
Trust & Will
Online wills, trusts, and estate documents.
A straightforward way to set up and manage your estate plan.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. They also have access to non affiliated third parties that specialize in creating trusts and wills for use by LPL advisor’s clients.
Wealth.com and Trust & Will are not affiliated with or endorsed by LPL Financial. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.