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eBook: “Getting WealthTech Right”
How to make the critical tech decisions to future-proof your firm
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The Non-Boring, Expert’s 5-Step Guide to Preparing Your Data For AI/ML
Across the board, enterprise organizations are struggling to implement AI. Be the firm that gets it right.
Video: The Summit Mobile Experience
Check out this short demo video for a closer look at Summit’s powerful mobile experience.
Video: Summit’s Core Motivation
Hear Anthony Sperling reflect on how he and co-founder Reed Colley were inspired to found Summit Wealth Systems.
Video: Humanizing Through a Unified Experience
Summit CRO and COO discuss the problems advisors are solving today, and why they require a unified technology experience.
Video: Solving Data Fragmentation with Data Home
Check out Bob Conchiglia’s insights on bringing together RIAs’ different data types into a single data home.
Video: Solving for the Shortfalls of Legacy Technology
Anthony Sperling explains the challenges of decades-old technology trying to solve modern wealth management problems.
Video: Leading with Design Thinking
Hear Anthony Sperling explore how Summit flips the traditional software development process on its head to lead with design.
Video: Summit is a Culture of Caring
In this short video, Bob sums up the foundation of Summit Wealth Systems’ culture: Everyone cares.
Case Study: “Where Tech Meets Vision: How Vincimus’ Multi-Family Office Realized Peak Success with Summit”
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..
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