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eBook: “Getting WealthTech Right”
How to make the critical tech decisions to future-proof your firm
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Case Study: “Humanizing Wealth”
With Summit, Truepoint found a scalable, flexible platform that integrated effortlessly with their proprietary client database.
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.
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