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eBook: “Getting WealthTech Right”
How to make the critical tech decisions to future-proof your firm
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eBook: “Getting WealthTech Right”
How to make the critical tech decisions to future-proof your firm
Webinar: Summit Platform Overview + Q&A
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.
Reed Colley in Advisor Perspectives: “Turning Client Values into the Seeds of Abundance”
In this Advisor Perspectives article, Summit co-founder Reed Colley argues that financial planning should prioritize solving human problems, rather than just mathematical ones. By centering client values and fostering an abundance mindset, both advisors and clients can achieve...
Summit Wealth Recognized as a Technology Leader in the 2024 “WealthTech 100” Rankings
Prestigious list distinguishes the most innovative technology providers that are transforming the operations of investment firms, private banks and financial advisors
Podcast: “The Dynamics of Innovation in Wealth Management Technology with Reed Colley”
In this episode of WealthTech on Deck, Reed Colley joins host Jack Sharry to discuss the importance of understanding the needs of advisors and their clients, the process of turning ideas into tangible solutions, and the role of innovation in driving better client experiences...
RIABiz: “Reed Colley reports $20-billion AUA RIA win — a legacy Envestnet-Tamarac shop — as proof point Summit Wealth software is ascendant”
RIABiz highlights Summit Wealth’s recent major deal with Brighton Jones, a $20-billion AUA RIA, a partnership closely following Summit Wealth's successful pilot program and $20 million Series A funding. Author Brooke Southall illustrates how Summit aims to revolutionize the...
Brighton Jones Partners with Summit Wealth Systems for Client and Advisor Experience Technology
Fast-growing, $20B+ national RIA rolling out Summit Wealth platform to enhance client and advisor experience and modernize back-office systems
Podcast: “Embracing Technology for Next-Level Wealth Management With Reed Colley”
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...
Financial Advisor: “Looking Out For The Amazon Of Financial Services”
In this article from FA Mag, author Jack Sharry attempts to predict who will become the “Amazon” of financial services. His key consideration? Interoperability. Sharry explores how Summit Wealth aims to dissolve the boundaries of traditional advisor tech tools and let them...
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