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Efficient and Burden-Free Operations

When it comes to running a successful business, most advisors understand the importance of technology, but it's sometimes difficult to know how to choose it or use it efficiently. Therefore, Summit offers eSolutions "best of breed" technology, giving advisors the best technology options that fit their business.

Summit's eSolutions

Summit's technology offering supports every facet of your business including the following eight areas:

  • Account Setup & Storage
  • Brokerage Platforms: Trading, News & Quotes
  • Client Access
  • Client Relationships (CRM)
  • Client Review & Reporting
  • Financial Planning
  • Portfolio Analysis & Research
  • Sales & Marketing

eSolutions leverages the following features:

  • Single Sign-On via RepOffice (desktop, tablet or mobile)
  • Full Integration
  • Mobile and iPad Functionality