Why Technology Matters
Today’s financial lives are more complex than ever. Retirement accounts, brokerage accounts, pensions, insurance policies, Social Security benefits, healthcare decisions, estate documents, and family obligations are all interconnected.
Our integrated planning tools help organize these moving pieces, identify opportunities, and create a clearer path forward.
Asset‑Map®
Focus: Big‑picture visualization of your financial life.
Strength: Helps clients see everything in one place — accounts, policies, income streams, family connections.
Benefit: Identifies gaps and opportunities, makes collaboration easier, and builds confidence in decision‑making.
Asset‑Map® shows the structure of your financial life.
Holistiplan®
Focus: Tax efficiency and retirement income planning.
Strength: Uses tax return analysis to uncover strategies that may reduce tax burdens.
Benefit: Reviews Roth conversions, withdrawal strategies, Social Security taxation, and charitable giving opportunities — ensuring clients keep more of what they earn.
Holistiplan® dives into the details of tax efficiency within that structure.
WealthVision® powered by eMoney
Wealth Vision:
Focus: Scenario modeling and advanced planning.
Strength: Allows advisors to stress‑test financial decisions before they happen.
Benefit: Clients can see how retirement income strategies, healthcare costs, long‑term care, and estate planning scenarios might play out under different conditions.
eMoney:
Focus: Cash‑flow analysis and interactive financial projections.
Strength: Provides detailed forecasts of income, expenses, and net worth over time.
Benefit: Clients gain a dynamic view of how their financial plan adapts to life changes, market shifts, or unexpected expenses.
MoneyGuide acts as the “life priorities compass” in your planning ecosystem. While WealthVision provides advanced scenario modeling to stress‑test financial decisions, Together, they balance the technical rigor of planning with the clarity of purpose, so your financial plan adapts to life changes while staying true to what matters most.
Virtual Services
Estate Planning Made Simple!
We align with trusted attorneys to provide seamless virtual estate planning services. Using secure video technology, you and your family can create, review, and sign documents—no matter where decision‑makers are located.
You are under no obligation to use these services and may choose any qualified professional to provide legal services. These services are not affiliated with LPL Financial or Shoreline Wealth Management.
ScheduleOnce
Easily schedule client meetings with integrated calendar syncing and automated reminders.
MyRepChat
Secure text messaging platform designed for financial professionals to communicate with clients.
PreciseFP
Streamline data gathering with customizable forms and secure client information collection.
Redtail
CRM solution built for advisors to manage client relationships and streamline workflows.
AdvisorStream
Client Education & Communication
AdvisorStream delivers curated financial content, helping clients stay informed without being overwhelmed by headlines.
LPL Financial Research
Market Intelligence & Research
Through LPL Financial Research, we access professional market insights and real‑time financial data to separate meaningful trends from daily noise.
Thomson Reuters
Tax & Legal Research
We leverage Thomson Reuters for authoritative tax and legal insights, ensuring compliance and accuracy in complex planning scenarios.