LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software
LPL Financial(US:LPLA) Globenewswireยท2025-05-05 13:00All LPL financial advisors will have access to this advanced financial planning software at no additional cost. Advisors will be onboarded throughout Q2 2025. About LPL Financial SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, is pleased to announce the launch of WealthVision Essentials, an integrated financial planning tool powered by eMoney. This new platform is designed to enhance the services of LPL's financial advisors, whether independent or part of an ...