Client Experience Platform wins in the Innovation – Platform category, and Wealth Home wins in Client Portals
SAN FRANCISCO, Sept. 10, 2024 /PRNewswire-PRWeb/ -- Summit Wealth Systems ("Summit"), a next-generation portfolio and data management system, announced today that the firm has won two "Wealthies" Industry awards in the highly competitive Innovation and Client Portals categories. This latest recognition marks the third year in a row that Summit has been recognized with top honors in the prestigious WealthManagement.com's Industry Awards Program.
To continue its investments in innovating both client and advisor solutions, Summit developed the Client Experience Platform. In today's wealth management environment, advisors are often forced to resort to manual data compilation across various systems, resulting in inefficiencies that are not scalable. Summit addresses this via the Client Experience Platform by providing each firm with a unique Data Home within a single tenant platform. Utilizing a data lake, clients can establish their custom, unique data model, integrating all data from partner systems. Once the Data Home is set, Summit streamlines the modern, unified platform experience, offering essential elements without unnecessary complexity.
Wealth Home by Summit, a client portal that humanizes wealth technology, provides a window into an investor's world, capturing important elements of their life, core values, and complete wealth inventory. No longer will advisors be confused over which technology provider's portal they should use, Wealth Home aligns advisor and client goals, fostering collaboration and intuitive access to high-value information. Advisors are able to deepen client connections utilizing our award-winning Wealth Journey, visual balance sheet, document vault, net worth summary, estate plan detail, and client communication tool—all in one beautiful digital experience.
"We're delighted and honored to receive these prestigious awards from WealthManagement.com," said Reed Colley, CEO and co-founder of Summit. "Innovation has been a hallmark of Summit ever since we launched the firm, and it is truly gratifying to see our investments being recognized at the industry's highest levels for our Client Experience Platform and Wealth Home."
Now in its tenth year, the WealthManagement.com Industry Awards is the only awards program to honor outstanding achievements by companies, individuals and organizations that support financial advisor success.
"The WealthManagement.com Industry Awards allow us to recognize the creativity, success and excellence of firms such as Summit that serve the financial advisor community," said David Armstrong, Director of Editorial Strategy and Operations, Wealth Management Group — Informa Connect. "A record number - over 1,000 nominations – were received in 2024, so this year's winners should be particularly proud of their outstanding achievement."
Continuing Summit's industry recognition in 2024, the firm has also been named a Finalist in ThinkAdvisor's Luminaries Awards in the category of Portfolio Management, Accounting and Performance Reporting – Innovation.
To learn more about Summit's offering and approach, visit http://www.summitwealth.io
About Summit Wealth Systems
Summit built the industry's most powerful and accessible wealth management platform, enabling advisors to focus on guiding their clients toward a life of abundance while growing their businesses. Summit's design-forward approach counters complexity by streamlining and automating the work advisors do every day. The platform combines unified data with an elegant experience that advisors and clients love. Summit won 2022, 2023 and 2024 "Wealthies" industry awards for Disruptor, Innovation and Client Portal categories. For more information, visit summitwealth.io
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry's leading audience of wealth management professionals.
About Informa
Informa PLC is a leading international business-to-business information services group, operating in over 30 countries. We create transaction-led exhibitions and content-based events, specialist data, intelligence and marketing services products, as well as scholarly research and specialist reference-led academic content. Our products and services help businesses and professionals connect, learn, do business and gain an edge over the competition. Informa is listed on the London Stock Exchange and is a member of the FTSE 100.
Media Contact
Bob Conchiglia, Summit Wealth Systems, 978-771-7599, [email protected], www.summitwealth.ioo
SOURCE Summit Wealth Systems
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