LPL Includes Wealthbox CRM in Vendor Affinity Program

The program’s aim is to help advisers streamline their practices.

LPL Financial has selected Wealthbox, a provider of customer relationship management (CRM) software for advisers, to be included in its Vendor Affinity Program. As such, the Wealthbox CRM is now available to the more than 16,000 advisers affiliated with LPL Financial.

The vendors in the program offer their services at discounted rates to LPL’s advisers and are selected for the strength of their offerings.

“We’re delighted Wealthbox CRM is now available to the LPL community,” says Dan Ferranti, cofounder and chief technology officer at Wealthbox. “Our mission is to help financial advisers streamline their business operations, and we are proud to be able to offer Wealthbox CRM to LPL advisers to increase their efficiency and support their ability to nurture relationships with clients.”

Any Kalbaugh, a managing director with LPL Financial and divisional president, national sales and consulting, adds: “Technology plays an increasingly significant role in our advisers’ business. By making it easy and cost effective for advisers to choose from leading technology providers, they are able to manage and grow their practices in ways that matter most to them.”