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Hello:
In an effort to transform LPL Financial’s performance reporting strategy, we recently unveiled several new Portfolio Manager enhancements in late-February. We collaborated closely with the advisor community to ensure we understood your needs when creating these new enhancements. While this is a multi-year effort to fully transform our performance reporting strategy, we want to hear from you on how impactful the recent changes have been to performance reporting in your practice.

In order to ensure we continue to meet and exceed your needs, please complete the following quick survey about your experience with the new Portfolio Manager enhancements, focusing on the new features. This survey will take approximately 3 minutes of your time and will provide us with valuable feedback on this effort. Thank you in advance for helping to improve LPL Financial’s technology offerings.

Please start with the survey now by clicking on the Continue button below.
 
 
 
Practice / Organization
   
 
 
 
Name
   
 
 
With the new enhancements available to you within Portfolio Manager, how satisfied are you with the following aspects:
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied N/A
Previous version of Portfolio Manager, prior to enhancements
New version of Portfolio Manager with added features and capabilities
New look and feel of all Portfolio Manager reports
Ability to display your DBA logo on Portfolio Manager reports
Ability to select the performance reporting calculation method – either “time-weighted” or “dollar-weighted”
Ability to schedule report packages to run on a frequency of your choosing (e.g. monthly, quarterly)
 
 
 
We have made it a priority to resolve data issues with inconsistent or incorrect data. While this will happen over time, we have made strides in the recent release. Have you realized any improvements in the performance calculations that have been generated on recent reports as a result of improved data integrity?
 
Yes
 
No
 
 
 
Comments/Suggestions:
   
 
 
 
Do you use Portfolio Manager for performance reporting on Variable Annuities and/or Alternative Investments?
 
Yes
 
No
 
 
 
Is there anything else you would like to tell us about your experience with the enhanced Portfolio Manager features and capabilities?
   
 
 
 
Are there any additional features and capabilities that you would like to see from LPL’s Portfolio Manager?
   
 
 
 
How likely is it that you would recommend the enhanced Portfolio Manager performance reporting solution to other advisor offices, with 10 being very likely?
 
1
 
2
 
3
 
4
 
5
 
6
 
7
 
8
 
9
 
10