{"id":789162,"date":"2026-05-11T17:03:16","date_gmt":"2026-05-11T17:03:16","guid":{"rendered":"https:\/\/www.europesays.com\/us\/789162\/"},"modified":"2026-05-11T17:03:16","modified_gmt":"2026-05-11T17:03:16","slug":"vestgen-a-tech-stack-designed-for-planning-efficiency","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/789162\/","title":{"rendered":"VestGen: A Tech Stack Designed for Planning, Efficiency"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">VestGen Wealth Partners\u2019 tech stack is built to support a consistent, planning-led client experience while improving advisor efficiency. We prioritize integrated, best-in-class systems that align with our [proprietary] Vision Path Planning process and reduce fragmentation across workflows.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Our approach balances alignment [ensuring systems work together within a unified process] with advancement [introducing capabilities that enhance client outcomes and advisor productivity].<\/p>\n<p>CRM:\u00a0Salesforce Financial Services Cloud\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">We selected this as our system of record to centralize client data, workflows and pipeline management. We view Salesforce as best-in-class for the size and scale we are building toward.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">We evaluated other CRMs, including Microsoft Dynamics 365, but Salesforce stood out for scalability and integration. We\u2019ve also seen a wide range of CRMs through practices joining our firm, which gave us a real-world perspective and reinforced that decision. It\u2019s widely used by firms like JPMorgan Chase, Fidelity Investments, and Charles Schwab, making advisor onboarding more seamless.<\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\">Related:<a class=\"RelatedArticle-RelatedContent\" href=\"https:\/\/www.wealthmanagement.com\/financial-technology\/vantage-point-building-a-tech-stack-for-deep-financial-planning\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">Vantage Point: Building a Tech Stack for Deep Financial Planning<\/a><\/p>\n<p>Reporting &amp; Portfolio Management:\u00a0Orion<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">This provides integrated performance reporting, portfolio accounting and a centralized hub across trading, proposals and client reporting. Orion plays a key role in connecting multiple parts of our ecosystem while enhancing the client-facing experience.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">We evaluated other platforms, but Orion stood out for consolidating key functions into one system and integrating cleanly across our stack.<\/p>\n<p>Trading &amp; Rebalancing:\u00a0Orion Eclipse\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">We selected Orion Eclipse because it automates trading and rebalancing across portfolios.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\"><img decoding=\"async\" data-component=\"image\" class=\"ContentParagraph-Image\" src=\"https:\/\/www.europesays.com\/us\/wp-content\/uploads\/2026\/05\/rob-bondiman-card.jpg\"   loading=\"lazy\" alt=\"rob-bondiman-card.jpg\" title=\"rob-bondiman-card.jpg\"\/><\/p>\n<p>Financial Planning:\u00a0eMoney Advisor\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">This is a core planning tool supporting our Vision Path Planning framework. We view eMoney as best-in-class, offering both deep customization and strong ongoing advisor support.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Vision Path is our proprietary process that guides clients through the full financial picture, including tax, estate, insurance, income and investments.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">For advisors, it creates a consistent, repeatable client journey from discovery to implementation, and eMoney supports that with strong cash-flow modeling and scenario analysis. It\u2019s fully integrated into how we train advisors and deliver planning at scale, making it a core part of our operating model.<\/p>\n<p>Document Management:\u00a0Box<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">We find that Box provides centralized, secure document storage and sharing.<\/p>\n<p>Primary\/Secondary Custodians:\u00a0Schwab, Pershing, Fidelity, PCS Retirement\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">VestGen utilizes multiple custodians to support client and advisor flexibility.<\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\">Related:<a class=\"RelatedArticle-RelatedContent\" href=\"https:\/\/www.wealthmanagement.com\/financial-technology\/caprock-helping-make-the-advisor-a-force-multiplier-\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">Caprock: Helping Make the Advisor a \u2018Force Multiplier\u2019<\/a><\/p>\n<p>AI Services:\u00a0Zocks\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Zocks captures meeting notes and structures client data. It also integrates directly with Salesforce, eMoney and Orion, creating a more seamless advisor workflow and improving data consistency across systems. This connectivity allows us to scale more efficiently while enhancing the client experience. Zocks has also been a strong partner from both a support standpoint and in consistently executing on its product roadmap.<\/p>\n<p>Direct\u00a0Indexing and\/or Tax-Loss Harvesting Services:\u00a0Orion Custom Indexing\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">[Orion&#8217;s tools] enable tax-efficient, personalized portfolio construction.<\/p>\n<p>Other Tools \/ Not Listed:\u00a0HubSpot<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">We use HubSpot to support our marketing automation and lead management.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">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<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Want to tell us what\u2019s in your wealthstack? Contact Alex Ortolani at <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link ContentText-BodyTextChunk_italic\" rel=\"noreferrer nofollow noopener\" target=\"_blank\" href=\"http:\/\/www.wealthmanagement.com\/cdn-cgi\/l\/email-protection#f1909d9489df9e83859e9d909f98b1989f979e839c90df929e9c\">[email\u00a0protected]<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"VestGen Wealth Partners\u2019 tech stack is built to support a consistent, planning-led client experience while improving advisor efficiency.&hellip;\n","protected":false},"author":3,"featured_media":789163,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[64,255,67,132,68],"class_list":{"0":"post-789162","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-personal-finance","8":"tag-business","9":"tag-personal-finance","10":"tag-united-states","11":"tag-unitedstates","12":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/116557028184881031","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/789162","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=789162"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/789162\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/789163"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=789162"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=789162"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=789162"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}