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  1. Surveys
  2. 2009
  3. November
  4. L
  5. LPL Financial Technology Satisfaction

LPL Financial Technology Satisfaction

 
 
Name
   
Rep ID
   
 
 
 
What is your primary Branch Office role?

 
OSJ
 
Advisor
 
Other
 
 
 
How would you rate your likelihood to recommend LPL Financial Technologies (overall) to a friend or colleague on a scale of 0 – 10 (with 0 being not likely at all and 10 being extremely likely)?

0 - Extremely Unlikely 1 2 3 4 5 - Neutral 6 7 8 9 10 - Extremely Likely
Technologies (overall)
 
 
 
SatisfactionImportance
Not SatisfiedVery Satisfied
Not ImportantVery Important
1234512345
Overall Technology Features
Technology Complexity and Design
Technical Performance
Training / Education
Pricing
 
 
 
SatisfactionImportance
Not SatisfiedVery Satisfied
Not ImportantVery Important
1234512345
BranchNet (overall)
New Accounts
Account Browse
Business Management Reports
Mutual Fund Trading
Equity Trading
Fixed Income Trading
Resource Center
 
 
 
SatisfactionImportance
Not SatisfiedVery Satisfied
Not ImportantVery Important
12345N/A12345N/A
Account View
Advisor Square Websites
LPL Advisor Websites
LPL iDoc (document imaging service)
Portfolio Manager
Portfolio Review Tool
RebalanceNow!
WealthVision
 
 
 
Please use the following area to write additional comments that you would like LPL Financial to know about your use of technology (optional).
   
 
LPL Financial Services
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