Technology - LPL Financial

Portfolio ManagerPortfolio Manager provides an extensive resource to financialadvisors to manage client and household portfolios. The financialadvisor simply groups the accounts and Portfolio Managerautomatically illustrates all portfolio assets. Even non-LPLFinancial held assets may be manually loaded.Whether financial advisors are assessing the asset allocationof the portfolio compared to its stated investment objective, orillustrating the performance of a portfolio, Portfolio Managermakes it possible with just a click of a mouse.With these advanced features, financial advisors enjoyaccess to:• Performance reporting on brokerage and advisory accounts• z Any date to any date• z At the household, group, account, asset class, securitytype and position levels• z Benchmark performance comparisons• Aggregate account management and reporting• z Householding of accounts• z Automatic grouping of accounts by client• Manual addition of non-LPL Financial assets and theirtransaction histories• z Automatic market value updates for tracked securities• Customizable asset classes• Numerous client-approved reports• Aggregate position views and reporting• Batch reporting capabilities• z Customize report parameters and/or client groups toquickly generate meaningful reports for client reviews• z Share customized report batches across multipleBranchNet users to streamline office operations• z Quickly generate updated reports (as of the previous daymarket close) for any report group created within the last13 monthsStreamlined accountmanagement and enhancedpresentation capabilities aremore important than everthese days. The LPL FinancialPortfolio Manager tool willempower financial advisors toquickly answer their clients’questions of “How am I doing”versus “What am I worth?”