Case Study: “Humanizing Wealth”
Truepoint and Summit Put Clients at the Center
For 35 years, Truepoint Wealth Counsel has championed an integrated approach to wealth management, bringing together expertise in investment, tax, estate planning, and financial planning. Yet, as their internal teams worked collaboratively to simplify clients’ financial lives, their client-facing technology didn’t fully reflect this unified experience.
Recognizing the need for a seamless, holistic client portal, Truepoint turned to Orion’s Summit platform. The decision was driven by the desire to create a more interactive and personalized experience, enhance advisor efficiency, and provide clients with a comprehensive view of their financial lives.
Additionally, maintaining and evolving Truepoint’s custom-built portal posed long-term challenges. With Summit, Truepoint found a scalable and flexible platform that integrated effortlessly with their unique client database, offering real-time visibility into estate plans, financial goals, and tax information.
“Summit’s team quickly understood our data and worked with us to create a solution that truly reflects our holistic approach,” said Scott Keller, Chief Infrastructure Officer at Truepoint. “They’ve brought our client experience to the next level by showing the entire financial landscape, not just investment performance.”
The results have been transformative. Read the Case Study to learn why.
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