We are happy to announce that Navirum has been selected as a preferred implementation partner for LPL ClientWorks Integration with Salesforce.
It is a comprehensive advisor platform designed and continually refined to help financial advisors run their businesses more efficiently. Integrating LPL ClientWorks with Salesforce offers a single location to access all financial data, processes, and account types. ClientWorks also includes tools for account opening, client management, trading, and more.
Please contact us to learn more about how we can help you!