PreciseFP Announces Partnership With LPL Financial To Provide Advisors With Client Data-Gathering Solution
Portfolio Pulse from Benzinga Newsdesk
Wealthtech platform PreciseFP has announced a partnership with LPL Financial to provide financial advisors with a client data-gathering solution. The platform aims to help advisors onboard and manage clients more efficiently.
July 20, 2023 | 1:14 pm
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LPL Financial's partnership with PreciseFP could enhance its service offering to financial advisors, potentially attracting more clients and improving efficiency.
The partnership with PreciseFP could enhance LPL Financial's service offering by providing a more efficient client data-gathering solution. This could potentially attract more clients to LPL Financial and improve the efficiency of their operations, which could have a positive impact on their stock price in the short term.
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