Webinar: Summit Platform Overview + Q&A

Check out Bob Conchiglia’s insights on bringing together RIAs’ different data types into a single data home.

Reed Colley joins WealthTech on Deck host Jack Sharry to explore the catalyst behind developing Summit Wealth Systems, which aims to provide a comprehensive platform for advisors to unlock the full potential of their practice. They discuss how the platform focuses on unifying...

Inspired by polar explorer Earnest Shackleton, Vincimus founder Lockwood Holmes set out with the goal of delivering unparalleled client experiences. To achieve this, the firm needed a scalable, custom technology infrastructure for complex wealth planning and investment..