Core Insights - LPL Financial LLC has launched WealthVision Essentials, an integrated financial planning tool aimed at enhancing the services of its financial advisors [1][3] - The new platform is designed to provide easily accessible financial planning software and tools for holistic financial guidance [1][3] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and approximately 1,200 financial institutions [5] - The firm services and custody approximately $1.7 trillion in brokerage and advisory assets on behalf of around 6 million Americans [5] Advisor Insights - A study revealed that 175 of LPL Financial's top 10% of advisors utilize comprehensive solutions beyond portfolio management, leading to increased service offerings [2] - These top advisors are 53% more likely to provide estate planning, 41% more likely to offer tax planning, 28% more likely to consult on retirement plans, and 17% more likely to provide insurance [2] Product Features - WealthVision Essentials includes stand-alone planning modules for quick financial plan creation, an interactive client portal for enhanced communication, and seamless integration with LPL's ClientWorks platform [4][8] - All LPL financial advisors will have access to this advanced financial planning software at no additional cost, with onboarding scheduled throughout Q2 2025 [4]