Webinar: From Personalization to Humanization

Check out this on-demand look at the Summit platform. Explore how Summit helps advisors break down technology silos, leverage the power of data visualization more effectively, and automate manual tasks to improve efficiency.

Hear Anthony Sperling explore how Summit flips the traditional software development process on its head to lead with design.

On this episode of The Customer Wins, host Richard Walker sits down with Reed Colley to discuss the recent evolution in wealth management thanks to the rise of new technologies and the changing demands of clients. Unfortunately, many of the legacy systems that have been in use...