Advyzon, a family of wealth management firms that includes independent broker-dealer and registered investment advisor (RIA) platforms, has recently been added to LaSalle St.’s technology offerings. The addition complements LaSalle St.’s existing Technology Learning Center and Advisor Concierge Service, providing a robust suite of technology solutions for advisors.
LaSalle St., based in Chicago, offers a wide range of services such as portfolio management, account aggregation, performance reporting, CRM, a growth suite, client portal, mobile app, and secure document management. Their platform allows advisors to access all these functions in one convenient location, simplifying their operations.
Advyzon’s Chief Marketing Officer Mark Contey emphasized the importance of finding a technology solution that balances flexibility and efficiency for advisors. He praised Advyzon for their utility and commitment to supporting advisors, enabling firms to grow in their preferred manner.
This partnership is part of LaSalle St.’s dedication to continuously improving their technology solutions and providing education and support for advisors. They have established the Advisor Concierge Services and Technology Learning Center to offer live and recorded webinars, white papers
