The wealth management firm said Latitude will serve as a common technology foundation for adviser workflows and investor services.
W ealth management and financial services firm LPL Financial has launched LPL Latitude, a unified technology platform to bring together its capabilities across data, cybersecurity, infrastructure, artificial intelligence (AI), advisor workflows and investor-facing applications. It has invested nearly US $2 b illio n over the past three years in developing the core components of Latitude LPL said Latitude is built around a connected data architecture that draw