SUBSCRIBE has been selected by LPL Financial Holdings to build a highly customized and fully integrated platform solution to modernizes the firms’ alternative investments program.
“We have been looking to elevate the advisor and client experience to set them up for success when allocating to alternatives,” said Aneri Jambusaria managing director, head of wealth management at LPL Financial. “As we explored the available options in the market, we found that SUBSCRIBE’s cutting-edge technology platform delivered a cross-functional suite that was unmatched.”
During LPL Financial Holdings’ third quarter 2024 earnings call, CEO Rich Steinmeier discussed LPL’s strategic decision to significantly expand their alternative investment off
