LPL tech pricing sheet
I’m looking at the sheet with pricing for BranchNet, Account View, Portfolio Manager, etc., as well as the pricing for all the research reports.What are the rest of you using? I run a pretty vanilla practice, and I don't really care about research reports on individual stocks, I'm pretty upfront with people that individual stocks aren't my specialty. I'm not sure what I need. I do have a few clients (the ones who pay quite a few of my bills) that do like to see some reports to reassure themselves that they are getting something for the fees they pay. So I do need something, I'm just not sure what I need. Thanks for any input.
Well you have to use BranchNet and most clients will want to see their accounts online, so Account View is a must as well. We don't use PM but we do subscribe to Portfolio Review Tool and Zack's research for stocks. For mutual funds, we bought Morninstar so we don't need anyting MF-related from LPL.