How LaSalle St. is Investing in Technology to Empower Advisors

LaSalle St., a family of wealth management firms, has recently added the award-winning Advyzon platform to their technology offerings. Advyzon, a Chicago-based technology company, offers a comprehensive platform with multiple tools to help advisors run and scale their firms. Services include portfolio management, account aggregation, performance reporting, CRM, a growth suite, client portal, mobile app, and secure document management.

LaSalle St.’s Chief Marketing Officer Mark Contey emphasized the importance of finding a technology solution that balances flexibility and efficiency. The company works to identify the best solutions for their advisors and was impressed with the utility of Advyzon’s offering. Advyzon shares LaSalle St.’s commitment to supporting advisors in growing their firms in the way they choose.

This partnership with Advyzon is part of LaSalle St.’s dedication to continuously improving their technology solutions and providing education and support for their advisors. They launched the Advisor Concierge Service last year to enhance the Technology Learning Center, which offers live and recorded webinars, white papers, podcasts, and other resources to help advisors succeed without hindering their entrepreneurial approach to the business.

Contey stated that the ever-changing technology landscape requires strategic investment to provide advisors with the tools they need to build their businesses and serve their clients. Follow LaSalle St. for more updates on Martech News.