LaSalle St. Announces Advyzon Platform

LaSalle St. Announces Advyzon Platform

Martechcube

LaSalle St. is a family of wealth management firms encompassing independent broker-dealer and registered investment advisor (RIA) platforms. Advyzon provides a full range of services, including portfolio management, account aggregation, performance reporting, CRM, a growth suite, client portal, mobile app and secure document management. Technology Learning Center provides advisors with live and recorded webinars, white papers, podcasts and more.

#TECHNOLOGY #English #BG
Read more at Martechcube