LPL Financial, the nation’s largest independent broker/dealer* and leader in the retail financial advice market, has selected AltaStreet Financial Websites and Marketing for inclusion in LPL Financial’s Vendor Affinity Program.
The Vendor Affinity Program was designed to help its more than 14,000 advisors reduce the complexity and costs of running their businesses. The program consists of a centralized repository of vendors that have agreed to provide their products and services to LPL advisors at discounted prices. AltaStreet offers LPL advisors creation of custom websites across a range of budgets.
AltaStreet is a leading provider of advisor-centric technology solutions including custom website design, custom back end development and automation technology for financial services companies.
“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 the 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 businesses in the website design and development space, as the company blends Sheinbein’s perspective with that of experts in business, marketing, sales, branding, websites and technology to create a premier company providing custom website design, custom website development, and web marketing services to the financial services industry.
AltaStreet is an industry leader in the custom website design space, specializing in design, development, SEO, branding and logo design. The company’s programming skills can support a range of needs, including social networking tools, shopping carts and payment gateways, with the proprietary tools for supporting compliance needs.
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 nations 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 14,000 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.