The Chicago-based wealth management firm LaSalle St. recently announced it has entered into a strategic partnership with end-to-end tech platform provider Advyzon.
Advyzon, which is also based out of Chicago, provides advisors with single-sign-on capabilities to access multiple services, including portfolio management, account aggregation, performance reporting, CRM, a growth suite, client portal, mobile app and secure document management. The new platform provides advisors with complete integration of these capabilities, as well as clearing and custody services.
“Advisors need to balance flexibility and efficiency when selecting a technology solution. We identify the best solutions across the widest range of platforms for our advisors, and we’ve been incredibly impressed with the utility of the Advyzon offering,” Mark Contey, Chief Marketing Officer at LaSalle St., said in a release. “But most importantly, Advyzon shares our commitment to supporting the advisors who use their services—enabling these firms to grow in the way they choose.”
The Advyzon addition to LaSalle St.’s tech offerings follows last year’s launch of the firm’s Advisor Concierge Services, which provides personalized support for advisors considering technology investments within their practices. The Concierge offering is accessed through the firm’s Technology Learning Center, a centralized repository of educational resources, including live and recorded webinars, white papers and podcasts.
Contey concluded, “The ever-changing technology environment requires us to invest strategically to ensure we provide our advisors and their teams with the right tools to build their businesses and deliver for their clients.”
