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Solution 1: Advisor Workstation Ameritas Edition
Advisor Workstation Ameritas Edition Solution 2
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Solution 1: Advisor Workstation LPL Edition
Modules: Clients & Portfolios and Research
Databases: Mutual funds, closed-end funds, exchange traded funds
Additional Features: Mutual Fund Analyst Reports, Suitability Manager, inclusion of
strategic asset allocation models
Solution 2: Advisor Workstation LPL Edition
Modules: Clients & Portfolios, Research and Sales/Hypotheticals
Databases: Mutual funds, closed-end funds, exchange traded funds, variable annuities,
stocks, 529 plans
Additional Features: Mutual Fund Analyst Reports, Suitability Manager, inclusion of
strategic asset allocation models
Solution 3: Advisor Workstation LPL Edition
Modules: Clients & Portfolios, Research, Sales/Hypotheticals and Planning
Databases: Mutual funds, closed-end funds, exchange traded funds, variable annuities,
stocks, 529 plans and separate accounts
Additional Features: Mutual Fund and Stock Analyst Reports, Suitability Manager, inclusion
of strategic asset allocation models and Presentation Library
Portfolio Builder for LPL
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Advisor Workstation NAPFA Edition Solution 1
Advisor Workstation NAPFA Edition Solution 2
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Advisor Workstation Hilltop Securities Edition - Private Client
Group