LPL Financial
4707 Executive Dr,
San Diego, 92121, CA,
United States
San Diego, 92121, CA,
United States
1 800-877-7210
Insurance
LPL Financial Technographics
LPL Financial Technographics, Software Purchases, AI 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: SAP Concur Expense for Expense Management in 2015, Workday Absence Management for Absence and Leave Management in 2015, Oracle Lease and Finance Management for Lease Management 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 SAP , Workday , ADP 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 Tech Stack and Enterprise Applications
LPL Financial ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP | n/a | 2015 | 2015 |
In 2015, LPL Financial implemented SAP Concur Expense for Expense Management. The deployment supported a staff of approximately 200 administrative and support personnel, including three Senior Vice Presidents and Executive Vice Presidents, centralizing travel booking and expense submission for domestic and international trips through SAP Concur Expense.
Configuration emphasized core expense reporting and travel booking capabilities within SAP Concur Expense, allowing staff to submit expense reports for payment and to book travel using Concur workflows. Procurement activities for office supplies continued to use Ariba and meeting scheduling and calendar maintenance remained on Outlook, reflecting a coordinated multi-application operational model.
Operational scope included maintaining executive calendars for three Senior Vice Presidents and Executive Vice Presidents, scheduling meetings, organizing employee appreciation events, ordering catering and meeting setup, and supporting weekly timekeeping and open position reports. Expense capture for these activities flowed into SAP Concur Expense, while HR tasks such as processing employee terminations and terminating program access were executed in the company system and coordinated with the administrative team.
Governance focused on centralized expense submission and approval workflows for executives and support staff, with SAP Concur Expense serving as the canonical Expense Management tool for travel and expense processes. The implementation positioned SAP Concur Expense as the primary system for travel arrangements and expense reporting, operating alongside Ariba for procurement and Outlook for scheduling.
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LPL Financial HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Absence Management | Absence and Leave Management | HCM | n/a | 2015 | 2016 |
In 2015 LPL Financial implemented Workday Absence Management as its Absence and Leave Management solution within the company HRIS footprint. The deployment was executed alongside a Workday Time Tracking roll out and positioned Workday Absence Management to handle leave requests, approvals, accrual tracking, and manager self service workflows for HR and People operations.
Configuration and functional scope included development and ongoing maintenance of Workday tenant configurations, absence and time tracking business processes, and Manager and Employee Self Service capabilities. The program documented standard absence workflows, configured eligibility and accrual rules, and delivered user documentation and live demonstrations to operational teams, reflecting HR Technology ownership of system configuration and day to day administration.
Integrations were a defined part of the implementation and operations, with integrations configured and maintained to Kenexa Onboarding, Compliance 11, DLP, Hyperion, Crisis Connect, OC Tanner, Work Number, Carlson Wagonlit Travel, Liberty Mutual, Airwatch, IIQ, and ComReg. Integration responsibilities included being the main point of contact for integration set up, ongoing maintenance and repair for downstream systems and third party vendors, and acting as liaison between Human Capital and IT for integration governance.
Governance and operational handoffs emphasized security administration and support processes, with the HR Technology team responsible for updating access to HR systems, handling escalations about employee information, and maintaining the Workday intranet page with tip sheets. Reporting and analytics support was provided through dashboards and BIRT reports to surface absence trends alongside Talent Card and performance related analytics.
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Compensation Management | HCM |
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2015 | 2016 |
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Core HR | HCM |
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2015 | 2016 |
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Employee Self Service | HCM |
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2015 | 2016 |
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Onboarding | HCM |
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2015 | 2016 |
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Payroll Tax Compliance | HCM |
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2022 | 2022 |
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Payroll | HCM |
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2012 | 2012 |
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Performance and Goal Management | HCM |
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2015 | 2016 |
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Recruiting, Applicant Tracking System | HCM |
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2015 | 2016 |
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Talent Management | HCM |
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2015 | 2016 |
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Time and Attendance | HCM |
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2015 | 2016 |
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LPL Financial ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Lease and Finance Management | Lease Management | ERP Services and Operations | n/a | 2015 | 2015 |
LPL Financial implemented Oracle Lease and Finance Management in 2015. The deployment targeted Lease Management capabilities to centralize lease administration within the company back office finance environment, with emphasis on billing and receivables processing. Implementation work focused on back office configuration rather than client facing systems.
Configuration activities explicitly covered Accounts Receivables, Oracle Lease and Finance Management, Cash Management, Inventory and Payments Foundation. Oracle Lease and Finance Management was configured to support contract lifecycle handling, billing schedule integration and receivables posting workflows that align with Lease Management functional expectations. The configuration linked invoice generation, payment processing rules and cash application flows across the named modules.
Operational coverage centered on corporate finance functions responsible for lease accounting, collections and payments processing. Governance and process standardization efforts accompanied the rollout to enforce consistent accounts receivable procedures and centralized payment validation tied to the OLFM integration.
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LPL Financial Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2015 | 2018 |
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Analytics and BI | Analytics and BI |
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2015 | 2018 |
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Analytics and BI | Analytics and BI |
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2020 | 2020 |
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Analytics and BI | Analytics and BI |
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2017 | 2018 |
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LPL Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Online Meeting Scheduling | Collaboration |
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2017 | 2017 |
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LPL Financial Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Asset Management | Content Management |
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2018 | 2018 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Intelligent Document Processing | Content Management |
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2020 | 2020 |
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Web Content Management | Content Management |
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2021 | 2021 |
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LPL Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2020 | 2020 |
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Account Based Marketing | CRM |
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2020 | 2020 |
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CRM | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2014 | 2014 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation | CRM |
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2024 | 2024 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2016 | 2016 |
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Tag Management | CRM |
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2020 | 2020 |
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LPL Financial ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2020 | 2020 |
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Application Performance Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2019 | 2019 |
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LPL Financial Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM and Investor Relationship Management | Investment Management |
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2018 | 2018 |
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Investor Onboarding | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Management | Investment Management |
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2014 | 2014 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2018 | 2018 |
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LPL Financial PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2020 | 2020 |
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LPL Financial Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2010 | 2010 |
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Supplier Relationship Management | Procurement |
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2010 | 2010 |
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LPL Financial SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2016 | 2016 |
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LPL Financial TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2022 | 2022 |
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LPL Financial PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2018 | 2018 |
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Robotic Process Automation | PaaS |
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2024 | 2024 |
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Transactional Email | PaaS |
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2021 | 2021 |
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LPL Financial IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Backup as a Service (BaaS) | IaaS |
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2016 | 2016 |
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Cloud Storage | IaaS |
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2015 | 2015 |
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Container Service | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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LPL Financial CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2014 | 2014 |
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Security Orchestration, Automation, and Response (SOAR) | CyberSecurity |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at LPL Financial
| First Name | Last Name | Title | Function | Department | Phone | |
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Managing Director, Chief Human Capital Officer | Director | Finance | |
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Senior Vice President Human Resources | VP | HR | |
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SVP, HR Solutions Center, Employee Relations & Compliance | VP | HR | |
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EVP, Human Capital | VP | Finance | |
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SVP, Business Intelligence | VP | IT | |
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AVP - Advanced Analytics | VP | IT | |
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Assistant Vice President, Business Intelligence | VP | IT | |
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Vice President - Corporate FP&A | VP | Finance | |
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Managing Director, Chief Financial Officer | Director | Finance | |
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Vice President, Controller | VP | Finance | |
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Controller | Director | Finance | |
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Senior Vice President, Treasury | VP | Treasury | |
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Senior Vice President Finance | VP | Finance | |
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Senior Vice President, Finance | VP | Finance | |
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Vice President, Technical Accounting and External Reporting | VP | Finance | |
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Managing Director, Chief Information Officer | Director | IT | |
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Manager, Accounting Operations | Manager | Finance | |
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AVP Strategic Sourcing & Procurement and Vendor Affinity Program | VP | Procurement | |
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VP, Strategic Sourcing | VP | Procurement | |
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AVP IT Sourcing | VP | IT | |
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Senior Vice President of Procurement | VP | Procurement | |
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VP, Automation & Digitization Engineering Manager | VP | R&D | |
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AVP - Smart Automation and Digitization | VP | IT | |
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SVP, Operations & FINOP Compliance | VP | Legal | |
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Senior Vice President - Transformation Leader | VP | IT | |
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VP Finance | VP | Finance | |
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VP - Enterprise & Solution Architecure | VP | IT | |
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SVP Technology, Enterprise Architecture | VP | IT | |
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SVP, Data Strategy & Governance | VP | IT | |
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VP, Talent Acquisition - Executive Recruiting & Sourcing | VP | HR | |
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Senior Vice President, Talent Acquisition | VP | HR | |
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AVP, Talent Acquisition Corporate Recruitment | VP | HR | |
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Vice President, Internal Advisor Recruiting Manager | VP | HR | |
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Equity Manager, Assistant Vice President, Senior Analyst | Manager | Investment | |
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Group CIO LPL Investor Experience | CXO | IT | |
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Manager, Mutual Fund Trading | Manager | Finance | |
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Managing Director and Chief Technology & Information Officer | Director | IT | |
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Vice President, Data Analytics | VP | IT | |
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Vice President, Data Products and Engineering | VP | IT | |
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SVP Data & Analytics | VP | IT | |
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Senior Vice President , Data Products & Analytics Tech | VP | IT | |
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Data Analytics Engineering | Manager | IT | |
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VP, Data Science | VP | IT | |
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CHRO | CXO | HR | |
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Senior VP, HR Operations | VP | HR | |
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Senior VP, Talent Acquisition, Total Rewards, Community Impact and Corporate Real Estate | VP | HR | |
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HRIS Manager | Manager | HR | |
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SVP, Talent Acquisition | VP | HR | |
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Executive Vice President, Chief Information Security Officer | CXO | IT | |
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AVP Information Security | VP | IT | |
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Senior Vice President, Security Operations | VP | IT | |
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Apps Being Evaluated by LPL Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from LPL Financial IT executives and key decision makers. This section highlights LPL Financial's latest recorded technology evaluations, including Quest KACE Ticketing system for IT Service Management on 2025-09-18, RR Donnelley for Print and Mail for Professional Services on 2025-08-08, and ServiceNow ITSM for IT Service Management on 2025-07-22. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the LPL Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2025-09-18 | LPL Financial | Evaluated | Quest Software | Quest KACE Ticketing system | IT Service Management | ITSM |
| 2025-08-08 | LPL Financial | Evaluated | RR Donnelley | RR Donnelley for Print and Mail | Professional Services | Professional Services |
| 2025-07-22 | LPL Financial | Evaluated | ServiceNow | ServiceNow ITSM | IT Service Management | ITSM |
| 2025-07-10 | LPL Financial | Evaluated |
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Employee Experience | HCM |
| 2025-07-07 | LPL Financial | Evaluated |
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Next Generation Firewall | CyberSecurity |
| 2025-03-14 | LPL Financial | Evaluated |
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Utilities Customer Care and Billing | CRM |
| 2024-12-11 | LPL Financial | Evaluated |
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CRM | CRM |
| 2024-11-12 | LPL Financial | Evaluated |
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Database Management | IaaS |
FAQ - APPS RUN THE WORLD LPL Financial Technographics
LPL Financial is a Insurance organization based in United States,
with around 8400 employees and annual revenues of $10.05 billion.
LPL Financial operates a diverse technology stack with applications such as
SAP Concur Expense, Workday Absence Management and Oracle Lease and Finance Management,
covering areas like Expense Management, Absence and Leave Management and Lease Management.
LPL Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP, Workday and Oracle.
LPL Financial recently adopted applications including
Zinnia Policygenius Pro in 2024, SS&C Blue Prism in 2024 and Pentera Platform in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of LPL Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates LPL Financial’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete LPL Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.