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LPL Financial LLC.

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2 reseñas
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  • Categorías de 2
Calificación promedio de estrellas
3.3
Atendiendo a clientes desde
1987
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LPL Financial LLC. Reviews

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BC
Brian C.
05/07/2019
Revisor validado
Usuario actual verificado
Fuente de la revisión: Invitación de G2
Revisión incentivada

AdvisoryWorld - Greatest portfolio review tool in our arsenal

Easy portfolio/scenario/account setup using AdvisoryWorld. Possible to create a portfolio in a few minutes either by importing allocation from an excel sheet. Can be easily adjusted to show all of the metrics in which you are interested.
Lo B.
LB
Lo B.
Small Business Owner at Apple Of Graces Eye
01/21/2019
Revisor validado
Fuente de la revisión: Invitación de G2
Revisión incentivada

It's ok, seems slow at times.

Their user platform isnt user friendly. The program moves slow when there's multiple users on at one time.

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HQ Location:
San Diego, CA

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Año de fundación
1987