Summit Wealth Systems
Summit Wealth Systems, founded in 2019, offers a portfolio management platform for modern Registered Investment Advisors (RIAs) that streamlines workflows and integrates various advisor tools and data.
Company History
Summit Wealth Systems was founded in 2019. From its inception, the company has focused on developing a comprehensive platform for modern Registered Investment Advisors (RIAs). The goal has been to eliminate manual work and streamline communication and collaboration. Summit Wealth Systems operates out of offices in San Francisco, CA, and Jacksonville, FL.
Services
Summit Wealth Systems offers a portfolio management system tailored for modern RIAs. The platform is designed to clean up workflows and reduce clutter for advisors by uniting market, financial, relationship, and third-party information on a single platform. Advisors benefit from a modular financial planning tool, a visual-first document vault, and compliant client messaging. Summit Wealth Systems also allows for deep customization based on clients' operations, systems, and processes.
Platform and Features
The platform provided by Summit Wealth Systems integrates data from any source, whether online or offline systems. Advisors can create custom dashboards for various roles such as executive leadership, operations, compliance, services, and marketing. Each client receives a personalized portal that offers branded and configured core client experiences. The platform also includes features to support service delivery, prevent errors, and analyze usage trends.
Recognition and Awards
Summit Wealth Systems has been recognized by Wealthmanagement.com's 'Wealthies' Industry Awards in both 2022 and 2023. These awards highlight the company's contributions to the wealth management industry and its commitment to innovation.
Locations
Summit Wealth Systems operates two main offices located in San Francisco, CA, and Jacksonville, FL. These locations help the company serve a wide range of clients with varying needs.