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Z- Allocator+ Securities Workstation for LPL Advisors

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
  • RTD streaming portfolio tracker

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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Ready To Get Started?

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