Allocator+ Securities Workstation for LPL Advisors
Intra-Day Pricing Version of EQ+ with new modules for mutual funds, ETFs and ESG
Timely, Comprehensive and curated intelligence at your fingertips.
Access broad market data with thematic and multi-asset class securities with rich descriptive content.
Functions core to an industry leading securities workstation
- Streaming 15-minute delayed quotes
- All Major North American Exchanges
- Live Charts & Technical analysis
- Detailed company information and reports
- Financial and SEC filings
- Corporate Actions and Historical prices
- Institutional ownership and insider activity
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Integrations with strategic partners set new standards in advisor intelligence
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Mutual Funds and ETFs
- More than 88K share classes, directly sourced and filings
- Open, Closed, ETF, Indexes, CIT, UIT, Money Markets
- US and Canada coverage with profile, statistics and allocations
- Proprietary Scoring – Quantitative Approach
ESG Ratings (Environmental, Social and Governance)
- Bottom up, factor-based ratings
- Institutional-grade process powered by qualified analysts
- Transparency to ratings with sector-specific rationale
- Security analytics vs. universe, sector, industry and model
- Perfect complement to values-based proposal systems
LPL Partner Rate
$75 per user after a complimentary 2-week trial
40% discount to QUODD standard pricing
Month-to-month flexibility
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