- Real-Time Access to comprehensive, dynamically generated municipal bond reports for delivery to clients;
- Tools to Monitor, oversee, and support time of trade disclosure to retail clients for municipal bonds; and
- Real-Time Insight into client positions through dashboard notifications.
Lumesis announced that LPL Financial has selected its cloud-based software. DIVER Advisor delivers comprehensive data and real-time client account monitoring tools for rating changes, MSRB filings and market trade activity. DIVER Advisor will complement LPL Financial’s current services and provide: