Wealth Management Systems, Inc. (WMSI) Selected for Inclusion in LPL Financial’s New Vendor Affinity Program

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Selection Affirms Long-Standing Partnership and Commitment to Provide Advisors With Market-Leading Communications Tools That Add Value to Client Relationships

Wealth Management Systems, Inc. (WMSI)


“We’re excited to be a part of LPL’s Vendor Affinity Program so that advisors have more awareness of and access to WMSI resources that can help deepen client relationships and grow their practices.” said John Geli, CEO of WMSI.

Wealth Management Systems Inc. (WMSI) announced today that it has been chosen for inclusion in the new Vendor Affinity Program of LPL Financial, the nation's largest independent broker-dealer. LPL’s Vendor Affinity Program is a new initiative designed to help advisors reduce the complexity and costs of running their businesses. The program creates a centralized repository of vendors who have been reviewed by LPL and have agreed to provide their products and services to LPL advisors at discounted prices.

“We recognize that technology is a major contributor to creating increased efficiency and driving greater productivity in our clients’ businesses,” said Victor Fetter, LPL Financial managing director and chief information officer. “Being able to connect LPL clients with leading technology solution providers adds a new dimension to the level of service and support we can provide to clients to help them manage and grow their businesses.”

WMSI provides communications tools and solutions including WMSI’s web-based Newsletter OnDemand, Advisor Marketing Solutions, and Seminar Toolkits.

“For more than 10 years, WMSI has offered LPL advisors financial planning tools and content that promote collaborative, confident engagement with clients,” said John Geli, CEO of WMSI. “We’re excited to be a part of LPL’s Vendor Affinity Program so that advisors have more awareness of and access to WMSI resources that can help deepen client relationships and grow their practices.”

WMSI also provides technology solutions for the LPL Retirement Partners’ Worksite Financial Solutions initiative, which includes WMSI’s Call Center Application, Advisor Portal, Participant Portal, and a recently developed custom mobile application for retirement plan participants and advisors.

About WMSI
Wealth Management Systems Inc. is the leading provider of technology-based rollover services in the financial services industry and provides comprehensive, web-based college and retirement planning tools, advisor solutions, and financial communications and education for financial services firms. WMSI is dedicated to helping service providers, plan sponsors, and advisors support employees in maximizing their workplace benefits to achieve financial well-being and retirement readiness. For more information, please visit http://www.wealthmsi.com.

About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc., is a leader in the financial advice market and serves $485 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and more than 700 banks and credit unions. LPL Financial has been the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2015), is one of the fastest growing RIA custodians with $105 billion in retail assets served, and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $120 billion in retirement plan assets served, as of March 31, 2015. In addition, LPL Financial supports approximately 4,300 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,352 employees with primary offices in Boston, MA, Charlotte, NC, and San Diego, CA. For more information, please visit lpl.com.

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Jennifer Root
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