CHICAGO – In a move hailed by absolutely nobody outside of a press release distribution list, Luedtke and Associates LLC, a newly independent Registered Investment Advisor (RIA), has announced its selection of Advisor360° as its “strategic technology platform.” The firm’s leadership reportedly spent months in rigorous evaluation, ultimately concluding that a widely used, off-the-shelf solution was precisely the innovative edge they needed.

“After extensive due diligence, we determined that Advisor360° offers an unparalleled suite of features that are, frankly, quite similar to what our competitors are already using,” stated CEO Brenda Luedtke in a prepared statement that sounded suspiciously like it was written by a software vendor. “This platform will allow us to do things like manage client portfolios, generate reports, and communicate with clients – groundbreaking capabilities in the year 2024.”

Industry analyst Dr. Eleanor Vance, from the Institute for Redundant Business Announcements, commented, “It’s truly a bold strategy to adopt technology that has been proven to function as intended. Most firms prefer to innovate by using a spreadsheet from 1998 until it inevitably crashes.” She added, “The next logical step will be for them to announce they’ve purchased office chairs that allow sitting.”

The firm anticipates that the new platform will enable them to continue performing financial advisory services in much the same way they would have with any other comparable system, but now with a slightly different login screen.