SOURCE: Mobile Assistant, Inc.

FiComm Partners

August 03, 2015 09:00 ET

Mobile Assistant Announces Its Inclusion in LPL Financial's Vendor Affinity Program

MADISON, WI--(Marketwired - August 03, 2015) -

  • The newly launched Vendor Affinity Program creates a centralized repository of vendors reviewed by LPL, providing products and services to LPL advisors at discounted prices
  • Mobile Assistant's inclusion provides financial advisors an advanced, user friendly option for an efficient, accurate way to document critical client meeting information while keeping secure and compliant

Mobile Assistant, Inc., the fastest growing mobile dictation service designed for financial advisors, is pleased to announce its inclusion in the recently launched Vendor Affinity Program by LPL Financial LLC, the nation's largest independent broker-dealer*, a custodian for registered investment advisors (RIAs), and a wholly owned subsidiary of LPL Financial Holdings Inc. The program creates a centralized repository of vendors who have been reviewed by LPL and have agreed to provide their products and services to LPL advisors at discounted prices.

Mobile Assistant's superior dictation offering allows LPL advisors access to a HIPAA compliant framework that ensures client notes are processed, transcribed and stored in the most secure, confidential and compliant way possible.

The service leads the sector in speed, accuracy and usability through optimized mobile interfaces and unprecedented integration with the applications that make up the foundation of an advisor's firm such as Redtail CRM, Salesforce, Advisors Assistant and Ebix SmartOffice.

"We are thrilled to be selected as part of the initial roll out of LPL's Vendor Affinity Program," said Corey Westphal, President at Mobile Assistant. "Our inclusion provides LPL advisors access to what we think is the best the industry has to offer and adds immediate value to end users. In today's mobile world, the last thing you want to worry about is losing meeting details or thoughts because you don't have a reliable way to capture them. The professional accuracy and speed of our platform allows advisors to turn present thoughts into future action seamlessly so they can focus on their priority -- their clients."

Unlike other dictation services, all notes are stored on the Mobile Assistant app, available on both iOS and Android platforms, which includes a powerful search function for iPhone users, providing instant access to archived material. With its team of professional transcribers based in the United States, the quality and accuracy of the notes from Mobile Assistant empowers advisors with the confidence that words spoken are words preserved, without having to worry about inaccurate translation and clean up time of the notes.

"At LPL we remain committed to developing smarter and simpler ways to do business," said Dan Arnold, President, LPL. "The Vendor Affinity Program is a tangible way that LPL's scale can directly impact our clients' bottom line and further underscores the value in affiliation with LPL."

The dictation service that launched in 2008 now serves over 3000 financial advisors and has been capturing advisor market share from competitors at a steadily accelerating pace as word has spread about the more accurate and timely client meeting note solution. Mobile Assistant customers are charged on a monthly or annual subscription that includes 1000 lines of dictation per month which is about 100 minutes of dictation time.

About Mobile Assistant

Mobile Assistant is the efficient, accurate way to document critical client meeting information using our Mobile Dictation service. Use Mobile Assistant after a meeting to speak your notes, and a professional, human transcriptionist will type your note and email it back. Access notes on the go with the iPhone or Android application to instantly retrieve all client notes. Talk, Don't Type your way to a highly efficient practice.

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. is a leader in the financial advice market and serves $485 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2015), is one of the fastest growing RIA custodians with $105 billion in retail assets served, and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $120 billion in retirement plan assets served, as of March 31, 2015. In addition, LPL Financial supports approximately 4,300 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,352 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit

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