Summit

Summit

Summit Wealth Systems
+
+

Related Products

  • gtechna
    19 Ratings
    Visit Website
  • ConnectWise RMM
    164 Ratings
    Visit Website
  • Nexo
    16,425 Ratings
    Visit Website
  • Time Tracker by eBillity
    3,425 Ratings
    Visit Website
  • D&B Connect
    183 Ratings
    Visit Website
  • SBS Banking Platform
    27 Ratings
  • Canopy
    926 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • LIVE Connect
    43 Ratings
    Visit Website

About

The front-to-back intelligent and modular platform designed to answer to the increasing wealth management innovation demand is available on the cloud. Based on 30 years of experience and product innovation we empower you to master today’s challenges and seize tomorrow’s opportunities as we cast a vision for your future growth. Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution. 360° view of client data, investments, assets and relationships, document store, and tracking. Enhance prospect conversion and strengthen client relationships through integrated digital capabilities. Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine. Reduce complexity and proactively manage more clients through omnichannel processes. Increase advisor productivity and enhance process efficiency.

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

Investors and advisors searching for a solution to improve performance, manage portfolio, and ensure security and compliance

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

Objectway
Italy
www.objectway.com/objectway-wealthtech-suite/

Company Information

Summit Wealth Systems
Founded: 2019
United States
summitwealth.io

Alternatives

Alternatives

PriceMetrix

PriceMetrix

McKinsey & Company
Avaloq Core

Avaloq Core

Avaloq
Summit

Summit

Summit Wealth Systems
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Objectway and update features and information
Claim Objectway and update features and information
Claim Summit and update features and information
Claim Summit and update features and information