by Clearnomics / on November 2, 2020
NEW YORK, NY – November 2, 2020 – Clearnomics, a leading market and economic insights platform for financial advisors, has been added to LPL Financial’s Vendor Affinity Program. As part of the program, Clearnomics is now available to LPL’s more than 16,000 financial advisors.
LPL’s Vendor Affinity Program is designed to help advisors reduce the complexity and costs of running their businesses. Vendors are selected for inclusion in the program based on advisor experience and their ease of doing business with LPL advisors and have met certain security and compliance requirements. Participating vendors offer preferred pricing to LPL advisors.
“We are excited to partner with LPL to arm advisors with client-friendly market and economic insights,” said Clearnomics Founder and CEO, James Liu. “In the midst of recent market uncertainty, we’re finding that clients and prospects have even more questions for their advisors on market and economic topics. Our software empowers advisors to provide insights that help clients stay invested and on track to achieve their financial goals.”
"Our software empowers advisors to provide insights that help clients stay invested and on track to achieve their financial goals."
With Clearnomics, advisors are able to create market and economic insights that are branded, turn-key and always up to date. The intuitive digital platform enables advisors to build customized, white-labeled, and client-friendly presentations in seconds for client reviews, newsletters, webinars, and more.
“We are committed to providing LPL advisors and institutions access to the capabilities that help them manage a smarter and more dynamic practice, giving them the time and capacity to focus on their clients and offer a differentiated experience,” said Burt White, LPL Financial managing director, head of Investor and Investment Solutions and Chief Investment Officer. “Integral to that is having access to the resources and tools that help them deliver a personalized, digitally enabled experience. With the addition of Clearnomics to our vendor lineup, advisors have more choice in customizing their technology tool set and drive more efficiency into their practice.”
For additional information on how LPL advisors can get started, visit: https://www.clearnomics.com/lpl
Clearnomics helps advisors address their clients’ and prospects’ market and economic concerns, especially in times of uncertainty. The Clearnomics software empowers advisors to easily create client-friendly insights on topics such as the stock market, bonds, interest rates, economic growth, international investments, asset allocation and more. These charts and insights are always up-to-date and objective in nature, allowing advisors to craft the narratives that best fit their practice and clients. Clearnomics is headquartered in New York, NY.