Summit and Wealthbox Partner to Integrate Portfolio Management with CRM

Wealthbox is excited to announce an integration with Summit, 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.

Join us for a live webinar on Thursday, December 14th at 2pm ET to learn more about the integration between Wealthbox + Summit.

How it works

Setting up the integration with Summit is easy. Simply log in to Summit Wealth and access Integrations from the Admin menu. Once there, find the Wealthbox integration and click “Authorize.” Then, simply enter your Wealthbox login credentials and log in.

Authorizing the Wealthbox integration with Summit.

Wealthbox Clients, Tasks and Meetings will automatically sync with Summit’s platform but advisors also have the ability to deepen the data sync by mapping firm-specific criteria in the Summit Data Home with or without the help of a Summit Service Team member.

Viewing Wealthbox Clients, Tasks, and Meetings inside of Summit's platform.

Reed Colley, CEO & Co-Founder, Summit

“As the wealth management space continues to evolve, we’ve learned what modern clients are looking for from their financial advisors – and it has very little to do with detailed performance return analytics,” said Reed Colley, CEO and Co-Founder of Summit. “It’s connection, partnership, and peace of mind. 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.”

Charlie Fargo, Head of Product Partnerships at Wealthbox

“We are excited to partner with Summit to help provide advisors with an intuitive portfolio management tool,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “This data sync allows advisors to access client information faster and easier with just a few clicks.”

Enable the integration today to start taking advantage of the Summit platform!

Join us for a live webinar on Thursday, December 14th at 2pm ET to learn more about the integration between Wealthbox + Summit.