LincSolutions ® Wealth Management Platform With a combination of cutting-edge technology and complex investment tools and products, this web-based tool improves the ﬁnancial planning process, as well as your ability to create more effective implementation strategies. Plus, you can use it anytime, anywhere. The LincSolutions platform features: Account Aggregation Provides dynamic reporting on your clients’ portfolios, such as asset allocation, transactions and holding. Enhanced Planning Tools ÜÃÊÞÕÊÌÊ>>ÞâiÊÞÕÀÊViÌÃ½Êw>V>Ê risks and evaluate if they will achieve their goals based on their existing portfolio. Implementation Design Allows you to specify asset location to help improve the tax efﬁciency of your clients’ portfolios, using built-in proprietary and third-party manager research. Managed Account Program This component focuses on implementation, with a variety of choices of investment vehicles to help your clients toward their goals. Account Aggregation Client data, both personal and account-related, is the most valuable information you’ll be charged with, and effectively gathering it is vital to the success of your business. Our Account Aggregation tools make it easy to compile, store and evaluate your clients’ account and insurance information. Inside Account Aggregation Tool Compiles client investment and insurance account data — including transaction data from outside institutions — into one consolidated database, allowing you to provide dynamic reports. Outside Account Aggregation Tool Gathers information about client assets that are not held by the Lincoln Financial Network, giving you a complete picture of your clients’ portfolios without wasting time and expense inputting the data. Asset Classiﬁcation A leader in accurate and quality asset classiﬁcation data, Standard & Poor’s data is combined with the classiﬁcation schema to provide client reports.