Wealth and Asset Management
$7.8bn Perigon signs on to use Zoe Financial’s digital wealth platform
Perigon Wealth Management has struck a partnership deal to use Zoe Financial’s digital wealth platform, Zoe Wealth, for new business. The Zoe Wealth platform handles digital account opening and funding, trading, automatic rebalancing, performance tracking and reporting and billing. RIAs that use the platform pay Zoe a fixed basis points…
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