Technology - LPL Financial

Portfolio Review ToolThe Portfolio Review Tool (PRT) is a powerful web-based toolthat allows financial advisors to provide an immediate assetallocation overview of existing or prospective client portfolios.The overview relates directly to clients’ specific positions andinvestment objectives.PRT can help financial advisors compare the current holdingsof a portfolio to an asset allocation model. Overweightsand underweights, as well as sector breakdowns, will helpfinancial advisors and their clients make important decisions inrebalancing and facilitating trade recommendations. Lastly, thereis the ability to present hypothetical portfolios demonstrating thebenefit added as a valued financial advisor.This tool offers a quick and easy method for organizing clientaccount information. PRT is designed for financial advisors toquickly and easily organize their clients’ account information,where accounts may be qualified or non-qualified and includestocks, bonds, mutual funds, CDs, and variable annuities.Key features and benefits of PRT include:• 24/7 monitoring of client portfolios• Complete portfolio review of household assets held at andoutside of LPL Financial• Problems with a portfolio’s current structure are easily andclearly illustrated for use with existing or prospective clients• Load accounts quickly—then view, print or email to clientsand prospects• Store client portfolios for updated future reviews• Create custom models• Generate a list of trades based on the proposed assetallocationThe Portfolio Review Tooloffers a quick and easymethod for organizing clientinformation.