Mobile Freedom
Place trades from anywhere and serve clients on the go. With one touch, you can scan alerts, access market data and news, and review and place orders. Summit's mobile technology allows you to work from anywhere, all through its integrated single sign-on mobile technology.
In addition, all Summit advisors who attain President's, Chairman's or Leader's Club status automatically receive their own iPad to use in their practice.
Mobile Technology Includes:
Place trades, access client data, and prepare for meetings
Access portfolio performance, business analytics and consolidated client performance reports on demand
View and update client information, calendar and your staff?s work
Retrieve and submit client documents, view workflow and improve efficiency
Access and deliver pre-approved marketing pieces to streamlined communications.
Summit's Intranet App - View commission reports, communications, training and additional resources
Summit's industry-leading commission, analytics and benchmarking application allowing the advisor ongoing management of their practice