Technology Solutions

The all-new secure and compliant remote office solution

As more practices shift to working from remote locations, we want to help make managing your business remotely a little easier. Our Technology Solutions team has developed a safe and secure, long-term cloud storage solution that is affordable and reliable for advisors to have all of their sensitive business data safely moved online. We call it Remote Office Solution. This compliant solution means you and your staff can access critical files with sensitive PII data from any remote location to continue serving your clients.

Remote Office Solution includes leading-edge cybersecurity software with a team of cyber experts and 24/7 incident responders to monitor and stop cyber threats, as well as compliance monitoring to ensure your business compliance is up to date to pass a branch examiners review.

With LPL’s Technology Solutions, you’ll have the peace of mind of knowing an industry leader will keep your business data safe, compliant, and accessible.

Key Benefits:
  • Secure cloud storage & online file sharing to access files from anywhere
  • Advanced security technology to secure and monitor your devices
  • 24/7 security and compliance monitoring software protection

Take the first step.


Features & Benefits

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Remote Access to Your Files

Secure Cloud Storage & File Sharing

Migrate Your Business Data to the Cloud

Safe, secure online access to your sensitive business data and critical files

Auto-VPN Security

Access the internet safely from anywhere

Automatic access to a secure, encrypted VPN network next time you need to use unsecured public wifi network.

Leading CyberSecurity

Leading CyberSecurity Protection

Next Generation CyberSecurity Protection

Seamless, always-on protection

Top industry technology and tactics to identify, remediate, and remove threats from your devices

CyberSecurity Threat Hunting Team

Identifies vulnerabilities in real time

Experts around the world are dedicated to researching and identifying new attacks and vulnerabilities, keeping your defenses strong and current

24/7 Security Operations Team

Experts to triage known threats

Incident responders triage and investigate known threats to your network, determining root cause and addressing the cyber kill-chain before you experience an issue.

Behavioral CyberSecurity Training

Training for employees about computer security

Periodic cybersecurity training updates, shared through newsletters, videos, and simulations to reinforce safe online behavior.

Device Updates and Security Patches

Reduce hardware & software vulnerabilities

Critical software updates, patches, a nd security hot-fixes— automatically installed for you.

Secure Web Gateway

Stop malware & phishing schemes in their tracks

Protects, filters, and controls all network traffic to and from your office. Reduces or blocks data exfiltration, malware, phishing, or inappropriate content from making it to your office network.


Keep your devices compliant

24/7 Compliance Agent Monitoring

Stay current for branch examiner review

Specialized software installed on your devices monitors compliance settings to identify and automatically resolve potential issues with your technology.


Protect Your Data

Cloud-based Computer Backup

Safeguard against data loss

Secure, cloud-based backup of your primary computing device (a laptop or PC)


Financial Protection For Your Business

Cybersecurity Insurance

Added value benefit for subscribers

Insurance policy for out-of-pocket costs related to a cybersecurity attack.

Ready to buy?

Get Started

related info:

“Technology Solutions is wonderful! Another ease of doing business initiative that gets an A+.”

Bryan Mise, CRPC®, CKA®
Investment Representative
Compass Investment Advisors, LLC

Will an LPL Business Solution fit your business needs? Let's talk!

Schedule a Call With a Business Solutions Consultant