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TECHNOLOGY PROVIDERS Innovation New Applications
SUMMIT WEALTH SYSTEMS
Wealth Journey
Wealth Journey is an app within the Summit platform that illustrates a client’s story. It’s a tool that marries past, present, and future in a simple and intuitive way. Advisors find it’s a great place to memorialize key milestones –financial or non-financial– such as a home purchase, future retirement, advisor-client meetings, and planned vacation. Since many life events are planned in collaboration with a financial advisor, Wealth Journey provides an experience to share the highlights. It also allows advisors and clients to document important decisions
made along the way. Advisors provide a tremendous amount of value that their clients may not be privy to, notice, or may just forget over time. Wealth Journey can summarize and highlight all those activities that an advisory firm does to help write that life journey. In short, it ensures advisors get credit for all their good work.
Summit is a software and services company that combines the best technology, ease-of-use, and thoughtful design to elegantly solve business challenges of the modern wealth manager. Summit is founded by industry veterans Reed Colley and Anthony Sperling, leading an incredible team at Summit who share a passion for technology and experience in delivering innovative solutions to the wealth management community. Summit incorporates Wealth Journey, personalized wealth modeling, financial planning and advisor-client collaboration tools in a powerfully simple platform. Under the hood, Summit also provides robust portfolio management, performance reporting, and data management capabilities. Put it all together and you get a significantly more humanized wealth experience for firms, advisors, and their clients.
213 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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