Summit

Summit

Summit Wealth Systems
+
+

Related Products

  • Wallester
    263 Ratings
    Visit Website
  • Building Logistics
    186 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • Gr4vy
    6 Ratings
    Visit Website
  • Worksection
    181 Ratings
    Visit Website
  • CXT Software
    70 Ratings
    Visit Website
  • Figure Markets
    89 Ratings
    Visit Website
  • FreshBooks
    5,467 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • 8am
    1,130 Ratings
    Visit Website

About

Build unique digital experiences powered by real-time financial data and insights. Access a write-once read-many data feed of all major custodians, plus leverage plug-and-play white-labeled capabilities for billing, reporting, and more. Create new distribution channels and unlock your firm’s true growth potential. Streamline back-office operations with aggregated portfolio management, automated reporting, and simple fee billing. As the industry’s only completely API-first, multi-custodial software and data aggregation platform built by developers, for developers, BridgeFT’s WealthTech API streamlines your development and consistently matures with the latest technology. WealthTech-as-a-service platform offers a single, open API to trade-ready, multi-custodial data, advanced analytics, and mission-critical applications. Multi-custodial held away assets and 3rd party application data aggregation.

About

Summit Wealth is a software company specializing in innovative financial technology solutions designed for wealth management professionals and financial advisors. The company develops intuitive, data-driven platforms that streamline portfolio management, client reporting, financial planning, and performance analytics. With a focus on user-friendly interfaces and advanced integration capabilities, Summit Wealth enables financial professionals to deliver personalized advice and exceptional service to their clients. Known for its commitment to innovation and reliability, Summit Wealth empowers organizations to optimize their operations, enhance decision-making, and achieve superior client outcomes in a competitive financial landscape.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial institutions and investment advisors requiring a solution to deliver better, data-driven outcomes for their clients

Audience

Wealth advisors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BridgeFT
United States
www.bridgeft.com

Company Information

Summit Wealth Systems
Founded: 2019
United States
summitwealth.io

Alternatives

Alternatives

PriceMetrix

PriceMetrix

McKinsey & Company
Assetmax

Assetmax

Fimax AMS
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.

Categories

Categories

Integrations

Plaid

Integrations

Plaid
Claim BridgeFT and update features and information
Claim BridgeFT and update features and information
Claim Summit and update features and information
Claim Summit and update features and information