LPL Financial

LPL Financial is gathering feedback from Advisors about a planned change to add color formatting to Portfolio Manager reports.

Your answers to the following questions will help LPL Financials to develop reports to better meet your needs.

* Looking at the samples below of 6 colors available for formatting Portfolio Manger reports, please give your opinion.

Select all that apply.

I’m excited about using these colors to align the look of reports with my brand

My clients will like this

Doesn’t really matter much to me

None of these work for me

* Only looking at the color formatting of a sample Portfolio Manager report, which color do you prefer?
(Please scroll down to see all of the choices)

* Please explain why you selected ${piping_text} as your color preference?

* Please explain why none of these 6 color choices work for you?

* What will influence your decision in choosing a color for Portfolio Manager reports?

* How do you use Portfolio Manager reports? Select all that apply.

Internal use

To give to clients

Assembled together with other documents

Other

What other documents do you assemble together with a Portfolio Manager report?

Currently, all Portfolio Manager reports are prepared in Landscape format. If Portrait format were also available, please indicate which page orientation you would prefer?

* If the page orientation of Portfolio Manager reports were changed from the current landscape only format to portrait only, how would it impact your business?

Positive impact

Negative impact

* If there was a feature available in Portfolio Manager to change page orientation by report package (e.g. Performance Details), would you use it?

Yes

No

Do you have any additional comments about colors or page orientation in Portfolio Manager reports?

This completes the LPL survey.
Thank you for your time and responses!

PM Color Pallete