SummitSummit Wealth Systems
|
||||||
Related Products
|
||||||
About
Summit is a low‑code platform for creating small programs called models that can be used inside your favorite workflow builders. It enables you to harness AI and unstructured data flowing through your automations. Summit’s low‑code toolbelt is built for the LLM era; it upgrades prompts by enriching them with real‑time, relevant context via its search engine, and delivers structured output like JSON that fits strict schemas. With a clear path to mastery, it offers a small but versatile set of building blocks so you spend less time learning docs and more time solving problems. Summit supports loops to cycle over lists, fetch paginated API data, and honor rate limits. Each model gets its own API and integrates with no‑code companions like Zapier, HubSpot, Make, Clay, or any tech stack (Python, PHP, Ruby, JavaScript). It promotes reusability and composability; models can call other models, so you can build once and reuse everywhere.
|
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
Developers wanting a solution to build AI‑powered automations, custom actions, triggers, and calculations without heavy configuration
|
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
$125 per month
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationSummit
Founded: 2019
United States
usesummit.com
|
Company InformationSummit Wealth Systems
Founded: 2019
United States
summitwealth.io
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
|
|||||
Categories |
Categories |
|||||
Integrations
Clay
Customer.io
Glide
Glide
Google Sheets
HubSpot CRM
HubSpot Customer Platform
JSON
JavaScript
Make
|
Integrations
Clay
Customer.io
Glide
Glide
Google Sheets
HubSpot CRM
HubSpot Customer Platform
JSON
JavaScript
Make
|
|||||
|
|
|