Is anyone using the Wealth manager program with LPL… I have heard that it is Emoney advisor 360 slimmed down.
I have used it in the past. However, I actually used the street version of emoney and utilized LPL’s branding for my advertising. I loved it, however, unless everything about your practice focuses on producing full financial plans I would suggest not going through the expense, learning curve, and ultimate frustration that most clients are not willing to produce their entire lives to you to fill in all the gaps. Eventually we discontinued use of it when we saw the trend that even our clients that were most excited about using it never logged in to view their information. So I loved it, but didn’t want to continue paying for it.