{"id":576684,"date":"2026-08-06T16:12:14","date_gmt":"2026-08-06T16:12:14","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/576684\/"},"modified":"2026-08-06T16:12:14","modified_gmt":"2026-08-06T16:12:14","slug":"perigon-building-a-tech-stack-through-partnerships","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/576684\/","title":{"rendered":"Perigon: Building a Tech Stack Through Partnerships"},"content":{"rendered":"

What sets Perigon apart isn\u2019t a single tool in our stack; it\u2019s an openness to innovate. We stay curious about how our technology serves both our clients and our employees, and we\u2019re constantly asking how it could be better. That mindset leads us to the right partners, keeps us reaching for better ways to grow, and it\u2019s the reason I\u2019m building what we call our Growth Hub. It\u2019s also the foundation of how we think about technology: partner for scale, build for differentiation.<\/p>\n

We choose partners, not individual features. A platform may be missing a capability today, but strong partners keep investing and improving alongside us, so we don\u2019t have to rebuild our stack every time a new feature hits the market. We look for partners who are collaborative, invested in our growth, and capable of supporting the complexity that comes with scale. That\u2019s why Salesforce, Google Workspace, Box and Slack have each been with us for more than a decade. The point isn\u2019t that our stack never changes; it\u2019s that the right partners change with us, so we don\u2019t have to replace them.<\/p>\n

Related:20 Questions to Ask in Every WealthTech AI Demo<\/a><\/p>\n

When a firm is smaller, almost any tool can do the job. At more than $11 billion in assets and over 160 employees, the questions change: Can the platform handle increasingly complex permissions? Does it integrate cleanly with the rest of our environment? Can it deliver the security and reliability an enterprise needs?<\/p>\n

Our stack also reflects one of Perigon\u2019s core values: empowering advisors. We standardize where consistency, integration and control matter most and preserve advisor choice where the work is personal, like financial planning and investment management.<\/p>\n

Underneath all of it is the layer we\u2019re investing in most deliberately: our data. It\u2019s the connective tissue that makes real automation, AI and business intelligence possible. We partner where established platforms give us scale; we build where we can create genuine differentiation. Organic growth is where we\u2019ve chosen to build.<\/p>\n

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In-house Organic Growth Tool: Growth Hub<\/p>\n

That build and my core focus at Perigon, is the Growth Hub: a proprietary, in-house organic-growth platform that connects digital strategy, marketing, business development and data- and AI-enabled insights into a single growth engine. More than any single tool, it represents where our technology strategy is heading: an integrated, scalable environment that helps advisors attract new clients, deepen relationships and grow their practices, without having to become technology operators themselves. By architecting, developing and owning the platform ourselves, we capture the growth it drives along with the proprietary insights and IP that come with it.<\/p>\n

Related:Zephyr’s Adjusted for Risk: Stop Using Generic Marketing – Do This Instead<\/a><\/p>\n

CRM: Salesforce<\/p>\n

Salesforce is one of our longest-standing technology partnerships. At our size, a CRM must do far more than store contact information. We need an enterprise-grade platform that can grow with us and adapt to how our teams actually operate.<\/p>\n

Its configurability, reporting capabilities and dashboards are central to our day-to-day workflows. Its integration with Slack also allows us to bring relevant CRM workflows and insights into the environment where our teams already collaborate.<\/p>\n

Reporting, Portfolio Management, Trading & Rebalancing: Orion<\/p>\n

We use Orion across reporting, portfolio management, trading and rebalancing. It is a good example of our approach to platform consolidation and integration.<\/p>\n

A comprehensive platform that performs the essential functions well and connects cleanly with the rest of our environment is generally more valuable than a collection of highly specialized point solutions that create fragmentation. Once a platform satisfies the large majority of our requirements, a narrow amount of additional functionality rarely justifies the operational, integration and governance costs of adding another system.<\/p>\n

Related:Zephyr’s Adjusted for Risk: Beat Direct-to-Consumer Technology: The Advisor\u2019s Edge<\/a><\/p>\n

Financial Planning: eMoney and Envestnet | MoneyGuidePro<\/p>\n

Planning is where advisor choice matters most, so rather than mandate a single platform, we let each advisor use what fits their practice, which, for most, means eMoney or MoneyGuidePro. We\u2019d happily adopt something better the moment it shows up, but the category hasn\u2019t seen a major leap in a while, so for now we optimize for advisor preference.<\/p>\n

Document Management: Box<\/p>\n

Box integrates well with the rest of our environment and has kept pace with our evolving security and collaboration needs, which is why it\u2019s stuck around for years.<\/p>\n

Custodians: Schwab, Goldman Sachs, Fidelity, Pershing<\/p>\n

We\u2019re deliberately multi-custodial, working with Schwab, Fidelity, Pershing, Goldman Sachs and others through an open-architecture model. Think of the custodian as the harness that runs much of a firm\u2019s day-to-day operations; keeping several relationships lets our advisors play to each provider\u2019s strengths instead of being boxed in by the limits of any single one. And we\u2019re watching the newer platforms being built for the next generation of clients, because that\u2019s where a lot of tomorrow\u2019s wealth will want to be served.\u2028\u2028<\/p>\n

Artificial Intelligence: Slack Assistant<\/p>\n

Our view on AI is somewhat contrarian. The market is fixated on the shiny object, but AI is only as good as the data foundation underneath it. It\u2019s most useful when it works close to the user and inside the systems where the firm\u2019s knowledge already lives. A simple example is the Slack-based assistant we use for meeting prep, which is genuinely useful because the context is right there. That\u2019s why we\u2019ve prioritized strengthening our data foundation first, and why we\u2019re building our own AI-enabled growth tooling on top of it, rather than rushing to bolt on the latest AI startup and then unwinding the contract six months later when it doesn\u2019t deliver. Many firms will discover that purchasing an AI tool is the easy part. Creating the data architecture, governance and adoption necessary to generate sustained value is the hard part, but it\u2019s also where they\u2019ll find the ROI they\u2019re searching for.<\/p>\n

Operational Technology: BILL and Paylocity<\/p>\n

Our operational backbone also includes systems like BILL and Paylocity, along with our accounting, compliance and administrative platforms. This layer is a big part of what Perigon offers a growing advisory firm. The same software that helps a small firm get started often becomes a constraint as it grows, and the costs, compliance load and operational demands pile up. Our platform lets advisors work inside an established infrastructure instead of building and managing that entire layer themselves. Ultimately, every part of this stack serves something we care deeply about: empowering our advisors to do their best work for clients.<\/p>\n

As told to senior reporter Alex Ortolani and edited for length and clarity. The views and opinions are not representative of the views of Wealth Management.<\/p>\n

Want to tell us what\u2019s in your wealthstack? Contact Alex Ortolani at [email\u00a0protected]<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"What sets Perigon apart isn\u2019t a single tool in our stack; it\u2019s an openness to innovate. We stay…\n","protected":false},"author":2,"featured_media":576685,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[114,268,85,46,266,267],"class_list":["post-576684","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-il","tag-israel","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/576684","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=576684"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/576684\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/576685"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=576684"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=576684"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=576684"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}