LPL Financial Corporation
| CRM | 7 |
| Mobile apps | 7.3 |
| Account on-boarding process | 7.4 |
| Financial planning software | 7.2 |
| Portfolio management/ portfolio rebalancing | 7.5 |
| Document management | 7.9 |
| Account aggregation | 7.5 |
| Performance reporting | 7.1 |
| Integration of all of the above | 7.2 |
| Tech service and support | 7.4 |
| Client-facing platforms and tools | 7.3 |
| Overall rating | 7.4 |
| Methodology | 1=unacceptable, 10=outstanding |