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Hello,
LPL is investigating the interest in adapting Branchnet to be compatible with other web browsers and tablet computers and we are looking to gather your feedback through a short survey.
This survey will take approximately 5 minutes of your time and will provide us with valuable feedback on this effort.
The survey will close Friday October 12. Thank you in advance for helping to improve LPL’s technology. |
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| * Please enter your RepID. | | |
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* Which of the following best describes your role? |
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* How important is the capability to access BranchNet from browsers other than Internet Explorer for you and your business? (Other browsers include Firefox, Safari, Chrome, etc.) |
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Which browsers do you want to use to access BranchNet? Select all that apply. |
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* Which of the following reasons best describes why you want to access BranchNet on other browsers? Select all that apply. |
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* Which of the following best describes how you feel about accessing BranchNet on other browsers? |
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When accessing BranchNet from other browsers, which of the standard BranchNet features are most important to you? Please rank the top 10 in order of importance with 1 being the most important, 2 being the next most important, and so on. |
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Resource Center |
| | Annuity Order Entry |
| | Business Management Reports |
| | Trade Review Reports |
| | New Account Opening |
| | Account Browse |
| | Trading |
| | Commissions |
| | Notifications |
| | Order Status |
| | Account Transaction Log |
| | Executions |
| | Securities Tracker |
| | Service Express |
| | Statements |
| | Advisory Account Review |
| | Cash Management |
| | OSJ Review Tool |
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When accessing BranchNet from other browsers, which of the following premium BranchNet features are most important to you? Please rank the following in order of importance with 1 being the most important, 2 being the next most important, and so on. If you do not have one of these premium features, please leave the box blank. |
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Portfolio Manager |
| | Portfolio Review Tool |
| | LPL Advisor Websites |
| | iDoc |
| | RebalanceNow! |
| | ASI Rebalancing/Trade Import Tool |
| | Account View |
| | Salesforce |
| | Advisor Square Websites |
| | WealthVision |
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| Regarding Resource Center, what are the top 5 items you would want to access on other browsers? | | |
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| Is there anything else you can tell us about how or why you want to access BranchNet from other browsers? | | |
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How important is the capability to access BranchNet from tablet computers for you and your business? (For example Apple iPad, Samsung Galaxy, Motorola Xoom, etc.) |
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What type of tablet computer do you want to use to access BranchNet? Select all that apply. |
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Which of the following reasons best describes why you want to access BranchNet on a tablet computer? Select all that apply. |
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Which of the following best describes how you feel about accessing BranchNet on a tablet computer? |
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When accessing BranchNet on a tablet computer, which of the standard BranchNet features are most important to you? Please rank the top 10 in order of importance with 1 being the most important, 2 being the next most important, and so on. |
| |
Resource Center |
| | Annuity Order Entry |
| | Business Management Reports |
| | Trade Review Reports |
| | New Account Opening |
| | Account Browse |
| | Trading |
| | Commissions |
| | Notifications |
| | Order Status |
| | Account Transaction Log |
| | Executions |
| | Securities Tracker |
| | Service Express |
| | Statements |
| | Advisory Account Review |
| | Cash Management |
| | OSJ Review Tool |
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When accessing BranchNet on a tablet computer, which of the following premium BranchNet features are most important to you? Please rank the following in order of importance with 1 being the most important, 2 being the next most important, and so on. If you do not have one of these premium features, please leave the box blank. |
| |
Portfolio Manager |
| | Portfolio Review Tool |
| | LPL Advisor Websites |
| | iDoc |
| | RebalanceNow! |
| | ASI Rebalancing/Trade Import Tool |
| | Account View |
| | Salesforce |
| | Advisor Square Websites |
| | WealthVision |
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| Is there anything else you can tell us about how or why you want to access BranchNet on your tablet computer? | | |
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