Lincoln Financial Launches Tech Platform to Drive Client Engagement

New Suite of Integrated Technology Tools Will Enhance the Advisor and Client Experience

PHILADELPHIA, PA. November 30, 2017– Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group (NYSE:LNC), today announced that it has successfully launched a meaningful enhancement to its fully integrated wealth management platform for financial advisors and their clients – Automated Account Opening (AAO).

AAO encompasses a full suite of new capabilities, integrated tools, and client-servicing solutions that will increase client satisfaction and collaboration with advisors.

“As our industry continues to rapidly evolve, LFN is investing in new digital capabilities and integrated tools to support our advisors and help to increase overall client engagement, collaboration, and satisfaction in the delivery of comprehensive financial advice,” said David Berkowitz, President of LFN. “With the latest additions to our market-leading wealth management platform, we are laser focused on delivering the highest quality advice supported by digital technology to enhance the way our advisors can engage and interact with clients reflecting the ongoing changing needs and preferences of our clients.”

Integrated & Customized Tools

AAO is the latest capability to be delivered to advisors and clients in conjunction with LFN’s AdviceNext initiative, a strategic multi-year investment to deliver over 30 market-leading wealth management platform enhancements designed to increase advisor productivity and improve client satisfaction. AAO and the new suite of client-servicing tools are the result of a unique three-year collaboration between LFN and Fidelity Clearing & Custody Solutions®. These tools are integrated and customized for all of Lincoln’s brokerage, advisory and direct-to-manufacturer businesses.

“Fidelity and Lincoln have built a long-standing relationship, and together we are committed to innovative, automated technology solutions integrated into the way advisors run their practices,” said Sanjiv Mirchandani, president of Fidelity Clearing & Custody Solutions. “The collaboration of our two firms will help provide a modern, digital experience to change the way advisors do business and interact with clients.”

As part of its AdviceNext initiative, LFN will continue to invest in new technology, tools and capabilities that will support advisors in successfully running their practices and best serving their clients in an increasingly digital and mobile world.

to support our advisors and help to increase overall client engagement, collaboration, and satisfaction

To learn more about LFN’s technology offerings, bringing next generation tools and solutions to meet the changing needs of advisors and clients in a digital world, please visit our website at




About Lincoln Financial Network
Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corp., both members of FINRA and SIPC. Consisting of approximately 8,900 representatives, agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families. Lincoln Financial Group is the marketing name for Lincoln National Corporation (LNC) and its affiliates. Find us on LinkedIn, Facebook, Twitter, and YouTube.
About Fidelity Clearing & Custody Solutions
Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage, investment and reporting services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices and wealthy families. Fidelity Clearing & Custody Solutions’ goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and transformative technology.
Fidelity Clearing & Custody Solutions (“Fidelity”) is an independent company, unaffiliated with Lincoln Financial Network. The information and opinions expressed herein are solely those of the author and in no way represent the advice, opinions, or recommendations of Fidelity. There is no form of legal partnership, agency affiliation, or similar relationship between Fidelity and the third party companies referenced in this announcement, nor is such a relationship created or implied by the information found herein. Fidelity has not been involved with the preparation of the content supplied herein and does not guarantee or assume any responsibility for its content. Fidelity Clearing & Custody Solutions and Fidelity Investments are registered service marks of FMR LLC. 822553.1.0