Advicent Solutions Selected to Participate in LPL’s Vendor Affinity Program

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Advicent Will Continue to Provide Leading Financial Planning Tools to LPL Advisors

Advicent Solutions, the leading provider of SaaS-based technology for the financial services industry, today announced that the company has been selected to participate in LPL Financial’s new Vendor Affinity Program.

LPL, the nation’s largest independent broker dealer, launched the Vendor Affinity Program last week at the Focus 2015 conference. The program is designed to help LPL advisors reduce the complexity and costs of running their businesses. The program offers a centralized list of vendors who have been reviewed by LPL and have agreed to provide their products and services to LPL advisors at preferred prices. Advicent was named a vendor on the program based on advisor experience, software versatility, compliance and security requirements.

“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.”

Loren Brockhouse, Advicent’s senior vice president of sales said, “Today’s market landscape requires financial advisors to provide excellent advice and innovate at the same time. By partnering with industry leaders, such as LPL, Advicent equips advisors with the tools necessary to make impactful changes in both their businesses and the lives of their clients.”

Advicent’s inclusion in the initiative goes hand in hand with the company’s core mission to enable everyone to understand and impact their financial future.

To learn more about Advicent’s participation in LPL’s Vendor Affinity Program, please contact Michelle La Greca at michelle(dot)lagreca(at)advicentsolutions(dot)com.

About Advicent
Advicent Solutions is now the leading provider of SaaS technology solutions for the financial services industry, servicing dozens of the world’s largest financial institutions. Our products include financial planning, goals assessment and marketing communications tools. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal. To learn more, visit

About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), 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 is 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, Charlotte, and San Diego. For more information, please visit

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Kaleena Weber
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