EMPOWERING GROWTH

SummitVantage™

With access to a full suite of services through customized, modern technology, advisors can gain not only the efficiencies essential to building a sustainable business but also the time you need to build lasting client relationships.

EMPOWERING GROWTH

SummitVantage™

With access to a full suite of services through customized, modern technology, advisors can gain not only the efficiencies essential to building a sustainable business but also the time you need to build lasting client relationships.

Introducing SummitVantage™

For over 35 years, Summit Financial has empowered independent advisors to grow efficient and sustainable practices. With years of advisor experience and input as our guide, we have created SummitVantage™– a turnkey platform designed to streamline your practice for peak performance.

CLIENT RELATIONSHIP MANAGER

 

With our customized CRM, powered by Salesforce, you can manage client relationships by automatically launching tasks for team members in real time. An adapted integration with LaserApp allows new account and servicing forms to prepopulate for e-signature and automatically flow to the custodian.

 

PLANNING TOOLS & CLIENT PORTAL

 

With our custom client portal, powered by eMoney, you can offer clients a digital, secure & real-time view of their net worth, along with a digital vault to safely store personal documents. Also use the interactive planning technology to optimize cash flow, provide retirement options & protect assets.

 

SUMMIT INTEGRATED SOLUTION

We have customized the best financial technology available to create a powerful, proprietary and fully integrated platform
to help you grow your practice.

SummitVantage™ offers you unparalleled scalability and insight. Through the platform’s Advisor Dashboard, you can sign in to a fully integrated suite of financial tools, custodial system, business applications and planning library to deliver unmatched advisory services to your clients every day.

SUMMIT RISK MONITOR

 

This technology lets you quickly capture a target risk score for each client so that every portfolio truly aligns with risk tolerance. We monitor risk not only in Summit accounts but also in accounts held at outside custodians, positioning you as the trusted point of contact for managing your clients’ total asset allocation.

 

REPORTING PLATFORM

 

With our state-of-the-art reporting platform, powered by Addepar, you can both analyze books of business and create customized client-facing reports with simple drag-and-drop accessibility. Real-time reporting allows you to communicate allocation and performance metrics with clients anytime, anywhere.

 
 

CLIENT RELATIONSHIP MANAGER

 
 

With our customized CRM, powered by Salesforce, you can manage client relationships by automatically launching tasks for team members in real time. An adapted integration with LaserApp allows new account and servicing forms to prepopulate for e-signature and automatically flow to the custodian.
 
 

PLANNING TOOLS & CLIENT PORTAL

 
 
 

 
 

With our custom client portal, powered by eMoney, you can offer clients a digital, secure & real-time view of their net worth, along with a digital vault to safely store personal documents. Also use the interactive planning technology to optimize cash flow, provide retirement options, protect assets & more.
 

SUMMIT INTEGRATED SOLUTION

We have customized the best financial technology available to create a powerful, proprietary and fully integrated platform
to help you grow your practice.

SummitVantage™ offers you unparalleled scalability and insight. Through the platform’s Advisor Dashboard, you can sign in to a fully integrated suite of financial tools, custodial system, business applications and planning library to deliver unmatched advisory services to your clients every day.

SUMMIT RISK MONITOR

 
 

This technology lets you quickly capture a target risk score for each client so that every portfolio truly aligns with risk tolerance. We monitor risk not only in Summit accounts but also in accounts held at outside custodians, positioning you as the trusted point of contact for managing your clients’ total asset allocation.
 
 

REPORTING PLATFORM

 
 
 
 
 
 

With our state-of-the-art reporting platform, powered by Addepar, you can both analyze books of business and create customized client-facing reports with simple drag-and-drop accessibility. Real-time reporting allows you to communicate allocation and performance metrics with clients anytime, anywhere.
 
 
 

PROPRIETARY SERVICES & RESOURCES

INVESTMENT MANAGEMENT | FINANCIAL PLANNING | INSURANCE | OPERATIONS | HUMAN RESOURCES | SURVEILLANCE | COMPLIANCE | PRACTICE MANAGEMENT | CLIENT BILLING | ADVISOR COMPENSATION | ADVISOR LENDING

SUMMIT ADVISOR SERVICES

Through the SummitVantage™ platform, you have access to all the resources you need to run your practice proficiently. Our in-house operations provide investment processing, client billing and accounting. HR resources facilitate recruiting, employee relations, onboarding, benefits, payroll and more. And compliance experts help ensure proper, accurate oversight.

 

PRACTICE MANAGEMENT

To grow your practice, you can tap into practice management tools, which include hands-on guidance in brand marketing, sales approach, client service and team management. You also can leverage our customized in-house lending services, accessing the working capital to pursue acquisition strategies, succession plans and other ventures to build your business.

 

INVESTMENT ADVISORY

Our experienced investment team will work directly with you to provide an offering that fits the specific needs of your clients. Our analysts oversee a suite of managed portfolios and conduct due diligence on traditional and alternative strategies as well as third-party asset managers.

 

FINANCIAL PLANNING

As an independent company focused on total wealth planning, we also have financial planning, legal and tax specialists who help design complex estate and tax strategies, along with cash flow modeling, business planning and beyond, to meet the sophisticated needs of your clients.

 

SUMMIT RISK MANAGEMENT

With a network of more than 100 insurance providers, we work with you to implement the appropriate risk management plan for each client. Our team supports you in processing applications,
coordinating underwriting and implementing new business.

 
 

PROPRIETARY SERVICES & RESOURCES

SUMMIT ADVISOR SERVICES

Through the SummitVantage™ platform, you have access to all the resources you need to run your practice proficiently. Our in-house operations provide investment processing, client billing and accounting. HR resources facilitate recruiting, employee relations, onboarding, benefits, payroll and more. And compliance experts help ensure proper, accurate oversight.

 

PRACTICE MANAGEMENT

To grow your practice, you can tap into practice management tools, which include hands-on guidance in brand marketing, sales approach, client service and team management. You also can leverage our customized in-house lending services, accessing the working capital to pursue acquisition strategies, succession plans and other ventures to build your business.

 

INVESTMENT ADVISORY

Our experienced investment team will work directly with you to provide an offering that fits the specific needs of your clients. Our analysts oversee a suite of managed portfolios and conduct due diligence on traditional and alternative strategies as well as third-party asset managers.

 
 
 
 

FINANCIAL PLANNING

As an independent company focused on total wealth planning, we also have financial planning, legal and tax specialists who help design complex estate and tax strategies, along with cash flow modeling, business planning and beyond, to meet the sophisticated needs of your clients.

 

SUMMIT RISK MANAGEMENT

With a network of more than 100 insurance providers, we work with you to implement the appropriate risk management plan for each client. Our team supports you in processing applications,
coordinating underwriting and implementing new business.

 
 

FIND AN ADVISOR

Someone from the Summit team would love to assist you.

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

Investment Advisory Brochure (ADV 2A) | Disclaimer | Wrap Fee Program Brochure | Privacy Notice | BCP

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