LPL Financial

4707 Executive Dr,
San Diego, 92121, CA,
United States

https://www.lpl.com/

1 800-877-7210

Banking and Financial Services

LPL Financial Technographics

LPL Financial Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by LPL Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 8400 LPL Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that LPL Financial has purchased the following applications: Workday Absence Management for Absence and Leave Management in 2015, Demandbase ABX Cloud for Account Based Marketing in 2020, MicroStrategy ONE Analytics for Analytics and BI in 2015 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems LPL Financial is running and its propensity to invest more and deepen its relationship with Workday , Demandbase , MicroStrategy or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing LPL Financial revenues, which have grown to $10.05 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for LPL Financial intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

LPL Financial Data, Technology Stack, and Enterprise Applications

HCM

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Workday	Legacy	Workday Absence Management	Absence and Leave Management	HCM	n/a	2015	2016
Subscribe	Subscribe	Subscribe	Compensation Management	HCM	Subscribe	2015	2016
Subscribe	Subscribe	Subscribe	Compliance	HCM	Subscribe	2022	2022
Subscribe	Subscribe	Subscribe	Core HR	HCM	Subscribe	2015	2016
Subscribe	Subscribe	Subscribe	Employee Self Service	HCM	Subscribe	2015	2016
Subscribe	Subscribe	Subscribe	Onboarding	HCM	Subscribe	2015	2016
Subscribe	Subscribe	Subscribe	Payroll	HCM	Subscribe	2012	2012
Subscribe	Subscribe	Subscribe	Performance and Goal Management	HCM	Subscribe	2015	2016
Subscribe	Subscribe	Subscribe	Recruiting, Applicant Tracking System	HCM	Subscribe	2015	2016
Subscribe	Subscribe	Subscribe	Talent Management	HCM	Subscribe	2015	2016
Subscribe	Subscribe	Subscribe	Time and Attendance	HCM	Subscribe	2015	2016

CRM

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Demandbase	Legacy	Demandbase ABX Cloud	Account Based Marketing	CRM	n/a	2020	2020
Subscribe	Subscribe	Subscribe	CRM	CRM	Subscribe	2020	2020
Subscribe	Subscribe	Subscribe	Customer Experience	CRM	Subscribe	2021	2021
Subscribe	Subscribe	Subscribe	Data Management Platform	CRM	Subscribe	2020	2020
Subscribe	Subscribe	Subscribe	Data Management Platform	CRM	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Data Management Platform	CRM	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Data Management Platform	CRM	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Data Management Platform	CRM	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Digital Advertising Platform	CRM	Subscribe	2014	2014
Subscribe	Subscribe	Subscribe	Digital Advertising Platform	CRM	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Digital Advertising Platform	CRM	Subscribe	2020	2020
Subscribe	Subscribe	Subscribe	Marketing Analytics	CRM	Subscribe	2017	2017
Subscribe	Subscribe	Subscribe	Marketing Analytics	CRM	Subscribe	2020	2020
Subscribe	Subscribe	Subscribe	Marketing Analytics	CRM	Subscribe	2021	2021
Subscribe	Subscribe	Subscribe	Marketing Automation	CRM	Subscribe	2017	2017
Subscribe	Subscribe	Subscribe	Marketing Automation	CRM	Subscribe	2022	2022
Subscribe	Subscribe	Subscribe	Marketing Automation	CRM	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Marketing Automation	CRM	Subscribe	2020	2020
Subscribe	Subscribe	Subscribe	Marketing Automation	CRM	Subscribe	2021	2021
Subscribe	Subscribe	Subscribe	Marketing Automation	CRM	Subscribe	2016	2016
Subscribe	Subscribe	Subscribe	Marketing Automation	CRM	Subscribe	2016	2016
Subscribe	Subscribe	Subscribe	Sales Automation, CRM, Sales Engagement	CRM	Subscribe	2016	2016
Subscribe	Subscribe	Subscribe	Tag Management	CRM	Subscribe	2020	2020

Analytics and BI

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
MicroStrategy	Legacy	MicroStrategy ONE Analytics	Analytics and BI	Analytics and BI	n/a	2015	2018
Subscribe	Subscribe	Subscribe	Analytics and BI	Analytics and BI	Subscribe	2015	2018
Subscribe	Subscribe	Subscribe	Analytics and BI	Analytics and BI	Subscribe	2020	2020

IaaS

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Application Hosting and Computing Services	IaaS	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Application Hosting and Computing Services	IaaS	Subscribe	2015	2015
Subscribe	Subscribe	Subscribe	Application Hosting and Computing Services	IaaS	Subscribe	2015	2015
Subscribe	Subscribe	Subscribe	Backup as a Service (BaaS)	IaaS	Subscribe	2016	2016
Subscribe	Subscribe	Subscribe	Cloud Storage	IaaS	Subscribe	2015	2015
Subscribe	Subscribe	Subscribe	Container Service	IaaS	Subscribe	2020	2020
Subscribe	Subscribe	Subscribe	Content Delivery Network	IaaS	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Content Delivery Network	IaaS	Subscribe	2019	2019
Subscribe	Subscribe	Subscribe	Content Delivery Network	IaaS	Subscribe	2020	2020

ITSM

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Application Performance Management	ITSM	Subscribe	2020	2020
Subscribe	Subscribe	Subscribe	Application Performance Management	ITSM	Subscribe	2020	2020
Subscribe	Subscribe	Subscribe	IT Service Management	ITSM	Subscribe	2019	2019

PaaS

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Apps Development	PaaS	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Transactional Email	PaaS	Subscribe	2021	2021

Collaboration

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Audio Video and Web Conferencing	Collaboration	Subscribe	2017	2017
Subscribe	Subscribe	Subscribe	Audio Video and Web Conferencing	Collaboration	Subscribe	2020	2020
Subscribe	Subscribe	Subscribe	Collaboration	Collaboration	Subscribe	2020	2020
Subscribe	Subscribe	Subscribe	Online Meeting Scheduling	Collaboration	Subscribe	2017	2017

Content Management

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Digital Asset Management	Content Management	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Digital Signing	Content Management	Subscribe	2021	2021
Subscribe	Subscribe	Subscribe	Intelligent Document Processing	Content Management	Subscribe	2020	2020
Subscribe	Subscribe	Subscribe	Web Content Management	Content Management	Subscribe	2021	2021

ERP Financial Management

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Expense Management	ERP Financial Management	Subscribe	2015	2015

SPM

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Incentive Compensation Management	SPM	Subscribe	2016	2016

ERP Services and Operations

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Lease Management	ERP Services and Operations	Subscribe	2015	2015

Investment Management

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Portfolio and Investment Management	Investment Management	Subscribe	2014	2014

Procurement

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Procurement	Procurement	Subscribe	2010	2010
Subscribe	Subscribe	Subscribe	Supplier Relationship Management	Procurement	Subscribe	2010	2010

PPM

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Project Portfolio Management	PPM	Subscribe	2020	2020

CyberSecurity

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Secure Email Gateways (SEGs)	CyberSecurity	Subscribe	2014	2014

TRM

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Treasury Management	TRM	Subscribe	2022	2022

IT Decision Makers and Key Stakeholders at LPL Financial

First Name	Last Name	Title	Function	Department	Email	Phone
Subscribe	Subscribe	Managing Director, Chief Human Capital Officer	Director	Finance	Subscribe	Subscribe
Subscribe	Subscribe	Senior Vice President Human Resources	VP	HR	Subscribe	Subscribe
Subscribe	Subscribe	SVP, HR Solutions Center, Employee Relations & Compliance	VP	HR	Subscribe	Subscribe
Subscribe	Subscribe	EVP, Human Capital	VP	Finance	Subscribe	Subscribe
Subscribe	Subscribe	SVP, Business Intelligence	VP	IT	Subscribe	Subscribe
Subscribe	Subscribe	AVP - Advanced Analytics	VP	IT	Subscribe	Subscribe
Subscribe	Subscribe	Assistant Vice President, Business Intelligence	VP	IT	Subscribe	Subscribe
Subscribe	Subscribe	Vice President - Corporate FP&A	VP	Finance	Subscribe	Subscribe
Subscribe	Subscribe	Managing Director, Chief Financial Officer	Director	Finance	Subscribe	Subscribe
Subscribe	Subscribe	Vice President, Controller	VP	Finance	Subscribe	Subscribe
Subscribe	Subscribe	Controller	Director	Finance	Subscribe	Subscribe
Subscribe	Subscribe	Senior Vice President, Treasury	VP	Treasury	Subscribe	Subscribe
Subscribe	Subscribe	Senior Vice President Finance	VP	Finance	Subscribe	Subscribe
Subscribe	Subscribe	Senior Vice President, Finance	VP	Finance	Subscribe	Subscribe
Subscribe	Subscribe	Vice President, Technical Accounting and External Reporting	VP	Finance	Subscribe	Subscribe
Subscribe	Subscribe	Managing Director, Chief Information Officer	Director	IT	Subscribe	Subscribe
Subscribe	Subscribe	Manager, Accounting Operations	Manager	Finance	Subscribe	Subscribe
Subscribe	Subscribe	AVP Strategic Sourcing & Procurement and Vendor Affinity Program	VP	Procurement	Subscribe	Subscribe
Subscribe	Subscribe	VP, Strategic Sourcing	VP	Procurement	Subscribe	Subscribe
Subscribe	Subscribe	AVP IT Sourcing	VP	IT	Subscribe	Subscribe
Subscribe	Subscribe	Senior Vice President of Procurement	VP	Procurement	Subscribe	Subscribe
Subscribe	Subscribe	VP, Automation & Digitization Engineering Manager	VP	R&D	Subscribe	Subscribe
Subscribe	Subscribe	AVP - Smart Automation and Digitization	VP	IT	Subscribe	Subscribe
Subscribe	Subscribe	SVP, Operations & FINOP Compliance	VP	Legal	Subscribe	Subscribe
Subscribe	Subscribe	Senior Vice President - Transformation Leader	VP	IT	Subscribe	Subscribe
Subscribe	Subscribe	VP Finance	VP	Finance	Subscribe	Subscribe
Subscribe	Subscribe	VP - Enterprise & Solution Architecure	VP	IT	Subscribe	Subscribe
Subscribe	Subscribe	SVP Technology, Enterprise Architecture	VP	IT	Subscribe	Subscribe
Subscribe	Subscribe	SVP, Data Strategy & Governance	VP	IT	Subscribe	Subscribe
Subscribe	Subscribe	VP, Talent Acquisition - Executive Recruiting & Sourcing	VP	HR	Subscribe	Subscribe
Subscribe	Subscribe	Senior Vice President, Talent Acquisition	VP	HR	Subscribe	Subscribe
Subscribe	Subscribe	AVP, Talent Acquisition Corporate Recruitment	VP	HR	Subscribe	Subscribe
Subscribe	Subscribe	Vice President, Internal Advisor Recruiting Manager	VP	HR	Subscribe	Subscribe
Subscribe	Subscribe	Equity Manager, Assistant Vice President, Senior Analyst	Manager	Investment	Subscribe	Subscribe
Subscribe	Subscribe	Group CIO LPL Investor Experience	CXO	IT	Subscribe	Subscribe
Subscribe	Subscribe	Manager, Mutual Fund Trading	Manager	Finance	Subscribe	Subscribe
Subscribe	Subscribe	Managing Director and Chief Technology & Information Officer	Director	IT	Subscribe	Subscribe
Subscribe	Subscribe	Vice President, Data Analytics	VP	IT	Subscribe	Subscribe
Subscribe	Subscribe	Vice President, Data Products and Engineering	VP	IT	Subscribe	Subscribe
Subscribe	Subscribe	SVP Data & Analytics	VP	IT	Subscribe	Subscribe
Subscribe	Subscribe	Senior Vice President , Data Products & Analytics Tech	VP	IT	Subscribe	Subscribe
Subscribe	Subscribe	Data Analytics Engineering	Manager	IT	Subscribe	Subscribe
Subscribe	Subscribe	VP, Data Science	VP	IT	Subscribe	Subscribe
Subscribe	Subscribe	CHRO	CXO	HR	Subscribe	Subscribe
Subscribe	Subscribe	Senior VP, HR Operations	VP	HR	Subscribe	Subscribe
Subscribe	Subscribe	Senior VP, Talent Acquisition, Total Rewards, Community Impact and Corporate Real Estate	VP	HR	Subscribe	Subscribe
Subscribe	Subscribe	HRIS Manager	Manager	HR	Subscribe	Subscribe
Subscribe	Subscribe	SVP, Talent Acquisition	VP	HR	Subscribe	Subscribe

Show All Contacts

Apps Being Evaluated by LPL Financial Executives

Date	Company	Status	Vendor	Product	Category	Market
No data found

LPL Financial Technographics

HCM

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CRM

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Analytics and BI

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IaaS

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ITSM

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PaaS

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Collaboration

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Content Management

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ERP Financial Management

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