Summit is a portfolio management tool designed to replace legacy portfolio management systems with a platform that unlocks efficiency, growth, and deepens client relationships. The integration brings together client relationship data from Wealthbox with portfolio management data in Summit, enabling advisors to work with merged client information from both systems simultaneously. Client data from Wealthbox can be mapped in Summit, and it’s easy to move from Summit to Wealthbox with a single click.
“This integration between Summit and Wealthbox elevates key relationship data alongside key client, business and portfolio data. Advisors can effortlessly find and use the tools, data, and workflows they need to do their job most effectively.”
CEO & Co-Founder at Summit