By joining LPL’s Affinity Program, Kwanti renews its commitment to provide advisors with intuitive analytics and tools to grow their business.
San Francisco, CA (PRWEB)
January 10, 2018
Kwanti, a leading advisor technology provider, announced today that LPL Financial, a leading retail investment advisory firm and independent broker/dealer, has selected Kwanti as a participant in the firm’s Vendor Affinity Program.
As part of the program, Kwanti offers preferred pricing to LPL’s more than 14,000 advisors. The Kwanti platform consists of powerful portfolio analytics and communication tools to centrally position advisors in their client relationships, as well as close new business with prospects.
“LPL Financial has been the leading independent broker-dealer in the wealth management space for more than 20 years, enjoying a tremendous track record of helping its advisors grow and succeed,” said Christophe Gauthron, CEO of Kwanti.
“Kwanti is already used by many LPL advisors. By joining LPL’s Affinity Program, Kwanti renews its commitment to provide advisors with intuitive analytics and tools to grow their business.”
LPL’s Vendor Affinity Program is designed to help advisors reduce the complexity and costs of running their businesses. Vendors are selected based on advisor experience and their ease of doing business with LPL advisors and have met certain security and compliance requirements.
“We recognize that technology is a major contributor to creating increased efficiency and driving greater productivity in our clients’ businesses,” said Andy Kalbaugh, LPL Financial managing director and divisional president, National Sales and Consulting. “Being able to connect LPL clients with leading technology solution providers adds a new dimension to the level of service and…