Case Study: Perigon Wealth Management boosts advisor efficiency with Wealth.com

Perigon Wealth Management creates estate plans in minutes with Wealth.com

Perigon Wealth Management, a financial advisory firm, faced the challenge of creating and understanding complex estate plans for clients without requiring them to hire an attorney, a process that was previously slow and inefficient. They sought a technology partner to help their advisors streamline this process and became a customer of Wealth.com and its Ester platform.

Wealth.com's solution provided an AI extraction tool that quickly parses complex estate documents to create useful summaries and client-friendly reports. This allowed Perigon's advisors to understand and explain estate plans with unprecedented efficiency. The result was a dramatic reduction in the time required to create and analyze documents, turning a process that could take months into one that can be completed in minutes with Wealth.com.

Perigon Wealth Management