Updated: Navirum Partners with LPL Financial & Salesforce to Boost Growth

<strong class="schema-faq-question"><strong>1) What is the LPL ClientWorks ↔ Salesforce integration?</strong>

It connects LPL ClientWorks with Salesforce so advisors can see key client/account data and launch core workflows from one place.

<strong class="schema-faq-question"><strong>2) Why Navirum? What does “preferred implementation partner” mean?</strong>

LPL has selected Navirum as a preferred partner to deliver these integrations. Practically, that means we’re vetted to implement, configure, and support ClientWorks-to-Salesforce projects for LPL-aligned firms. Learn more about Navirum here.

<strong class="schema-faq-question"><strong>3) Who is it for?</strong>

LPL-affiliated advisors, teams, OSJs, and home offices that want a single pane of glass for client data, servicing, and growth activities – without reinventing their stack.

<strong class="schema-faq-question"><strong>4) What business outcomes should we expect?</strong>

Faster onboarding and servicing, fewer manual steps, better data quality, and tighter compliance trails—leading to higher advisor capacity and lower cost-to-serve. See examples in our blog post: Transforming the Advisor Experience with LPL ClientWorks–Salesforce Integration.

<strong class="schema-faq-question"><strong>5) What data and workflows are included?</strong>

Core client and account context in Salesforce, plus access to ClientWorks tools for account opening, client management, service, and trading. Scope depends on your entitlements and requirements. Explore Salesforce Financial Services Cloud here.

<strong class="schema-faq-question"><strong>6) Can we trade or open accounts inside Salesforce?</strong>

Trading and account opening continue in ClientWorks. From Salesforce, advisors can view relevant data and deep-link into ClientWorks workflows. (ClientWorks details: link)

<strong class="schema-faq-question"><strong>7) Do we need Financial Services Cloud (FSC)?</strong>

FSC is recommended for wealth data models and compliance use cases, but the integration can be adapted for Sales Cloud. We’ll confirm during discovery. FSC overview: salesforce.com/fsc.

<strong class="schema-faq-question"><strong>8) What are the prerequisites?</strong>

Active LPL affiliation & ClientWorks access, a Salesforce org (with API access), SSO/identity plan, data-governance owners, and a small cross-functional project team. Book a discovery call here.

<strong class="schema-faq-question"><strong>9) How are security and compliance handled?</strong>

We align to LPL policies and use Salesforce security controls (profiles/permission sets, FLS, audit history, encryption options). Need support? Raise a ticket via our Orbit portal here or email support@navirum.com.

<strong class="schema-faq-question"><strong>10) What does delivery and support look like?</strong>

Phased delivery (discover → configure → validate → pilot → rollout) with training and change management. After go-live, Navirum’s Orbit managed services support enhancements and automation road-mapping. Learn about Orbit here.

<strong class="schema-faq-question"><strong>12) I have the old Salesforce LPL on Salesforce Classic. What should i do?</strong>

Our recommendation is to migrate to Salesforce FSC ASAP. This will definitely require a conversation so lets chat!!

<strong class="schema-faq-question">13) What AI apps are popular for LPL Advisors? What do you recommend?<br/></strong>

Jump and Zocks are the 2 big ones we see – there are many more. Heres a comparison of popular AI assistants. Feedback is excellent across the board and so are the productivity gains. Advisors need to be mindful or security and compliance risks inc choosing however. Salesforce Agentforce is the built in Salesforce AI. We recommend starting there.

<strong class="schema-faq-question">14) I’m an LPL Advisors thinking about retiring in 10 years…should I even bother?<br/></strong>

A big hell yes! Thinking about you legacy and succession, whether thats handing over the reigns to your family or selling your firm, having a well integrated CRM is big value booster. We see many Advisors moving towards their golden years and vast majority of the time opt to integrate. Reed more about succession strategy here

<strong class="schema-faq-question">15) I’m an LPL Advisors, Salesforce are pushing Agentforce hard. What is Agentforce?<br/></strong>

Agentforce is Salesforce’s new built-in AI agent platform, designed to work directly inside your CRM. It handles tasks like booking meetings, logging calls, managing follow-ups, and much more – automating the work that eats into advisor time. It’s quickly becoming the future of Salesforce, with leading financial institutions across the US, Canada, and overseas adopting it to cut costs and drive productivity read on here