Integrations
LPL ClientWorks has 50 integrations in our directory
Search below to find what you're looking for
- AdobeSign Level 3
- AdvicePay Level 5
- AdvisorPeak Level 3
- Advisors Assistant Level 3
- AdvisoryWorld Level 4
- Bloomberg Terminal Level 3
- eMoney Advisor Level 5
- Envestnet Wealth Management Platform Level 4
- Equitable Annuities Level 4
- Fi-Tek Level 1
- FinFolio Level 4
- Hidden Levers Level 3
- InvestCloud Level 4
- InvestorCOM Level 3
- iPipeline Level 3
- MoneyGuide Level 4
- MyRepChat Level 4
- Orion Advisor Services Level 3
- Redtail Level 3
- RightCapital Level 4
- Salesforce Level 3
- SmartOffice Level 4
- Vestmark Level 3
- Wealthbox Level 4
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APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0, HTTPS
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
Yes
Sandbox endpoints
https://auth-dev.homeoffice.lpl.com/am/XUI/?realm=/alpha&spEntityID=httpslpl.subscribeplatformdmo.com&goto=httpsauth-dev.homeoffice.lpl.comamsaml2jspidpSSOInit.jspmetaAliasalphaidp-subscribespEntityIDhttpslpl.subscribeplatformdmo.combindingHTTP-POSTredirectedtrue#/
