wealthmanagement-com·
LPL Moving Commonwealth Advisors off Advisor360° Tech Platform
Action Required: Review current technology stack and data migration plans if you are an affected advisor.
LPL Financial is migrating Commonwealth advisors off the Advisor360° technology platform following the expiration of their contract on June 1. This transition represents a significant shift in the tech stack for affected advisors, potentially impacting their daily workflows and access to integrated AI or automation tools previously provided by Advisor360°.
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