LPL Financial Chooses AltaStreet for Its Vendor Affinity Program

LPL Financial, the nation’s largest independent broker-dealer and a leader in the retail financial advisor market, has selected AltaStreet Financial Websites and Marketing for inclusion in its Vendor Affinity Program.

The Vendor Affinity Program was designed to help its more than 16,000 advisors reduce the complexity and costs of running their businesses. The program consists of a curated network of select third-party vendors that have agreed to provide their products and services to LPL advisors at discounted prices. Through this program, AltaStreet is now able to offer LPL advisors with custom websites and a suite of digital marketing services across a range of budgets.

“At AltaStreet, we approach work with our clients through a lens of true discovery in an effort to uncover stumbling blocks and obstacles our clients face when using the Internet to market their business, generate leads, acquire clients, and add revenue to their bottom line,” said Dan Stark, Director of Business Development at AltaStreet. “The technology solutions we offer can significantly cut costs and boost revenues and ultimately help clients thrive in the digital world.”

“We recognize that technology is a major contributor to creating increased efficiency and driving greater productivity in our clients’ businesses,” said Victor Fetter, LPL Financial managing director and chief information officer. “Being able to connect LPL clients with leading technology solution providers adds a new dimension to the level of service and support we can provide to clients to help them manage and grow their businesses.”

AltaStreet was founded in 1998 by CEO Robert Sheinbein, a former financial advisor who created technology automation to serve his own office. As an advisor managing a family’s multi-billion dollar portfolio, Sheinbein could see the tremendous value the automation provided. With a unique perspective to be able to deliver technology solutions that solve advisors’ unique needs, he parlayed his experience into building complex back-end systems for a variety of companies and began AltaStreet. His financial services industry experience separates AltaStreet from other web design firms, as the company blends Sheinbein’s perspective with that of experts in business, marketing, sales, branding, and technology.

AltaStreet is an industry leader in the financial website design space, specializing in custom web design, back-end development, SEO, branding, and logo design. The company’s programming skills can support a wide range of needs, including social networking tools, shopping carts, and payment gateways, along with proprietary tools for supporting compliance needs.

About AltaStreet:

AltaStreet Financial Websites and Marketing was founded in 1998. AltaStreet is a leading provider in custom website design, custom development and automation technology for financial services companies. They often function as an outsourced CMO for the companies they help. AltaStreet’s solutions provide a very high return on investment for their clients. In the space they operate in, where their clients need credibility, image matters. What does your website say about you?

For more information about AltaStreet, please visit  https://www.altastreet.com

About LPL Financial:

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served approximately $486 billion in advisory and brokerage assets, as of May 31, 2016. 

LPL is one of the fastest growing RIA custodians and is the nation’s largest independent broker-dealer (*based on total revenues, Financial Planning magazine June 1996-2016). 

The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 16,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities. 

Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $121 billion in retirement plan assets, as of March 31, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego.

For more information, please visit http://www.lpl.com

Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.

AltaStreet Contact:

Dan Stark

+1-216-894-5193

dan@altastreet.com

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