LPL Financial Selects SUBSCRIBE to Modernize Alternative Investment Platform
- Editor
- Feb 20
- 2 min read
Whats Happening:
LPL Financial, one of the nation's largest independent wealth management firms, has selected SUBSCRIBE to build a customized and integrated platform solution to modernize their alternative investments program. This partnership aims to centralize alternative investment products, advisor education, compliance controls, and investment workflows on a single operating system for LPL's network of over 28,000 financial advisors.
Key Moves:
LPL Financial selects SUBSCRIBE to modernize its alternative investment platform
SUBSCRIBE's platform will centralize alternative investment products and workflows for LPL
The partnership aims to enhance advisor and client experience in allocating to alternatives
By The Numbers:
LPL Financial has over 28,000 financial advisors
LPL oversees more than $1.8 trillion in client assets
SUBSCRIBE supports over $6 trillion in private market assets
Key Quotes:
"We have been looking to elevate the advisor and client experience to set them up for success when allocating to alternatives," - Aneri Jambusaria, Managing Director, Head of Wealth Management at LPL Financial
"We were looking for a trusted long-term partner and what attracted us to SUBSCRIBE was the technology leadership and innovation they have demonstrated," - Kate Winters, Senior Vice President, Investment Product Management & Retirement Partners at LPL Financial
"Our platform's ability to integrate seamlessly with large complex organizations to deliver a single super-platform that can centralize and operate any fund, any investor, anywhere in the world positions LPL financial advisors, clients, and fund manager partners for success." - Rafay Farooqui, Founder and CEO at SUBSCRIBE
Bottom Line:
LPL Financial's partnership with SUBSCRIBE marks a significant step in modernizing its alternative investment platform. This collaboration aims to streamline and enhance the alternative investment process for LPL's extensive network of financial advisors, potentially improving client service and investment management in the alternative asset space.
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