The $3.3 billion RIA has made three key hires to bolster SummitVantage, a new platform offering advisors access to a number of integrated technologies.

Summit Financial has made three senior hires to help build out its advisor technology portal and make it available to advisors across the country.

The Parsippany, N.J.-based RIA’s SummitVantage is a turnkey, single sign-on portal through which independent advisors can access Salesforce for client relationship management (CRM), eMoney Advisor for financial planning software and Addepar for performance reporting. Advisors using SummitVantage will also have access to the firm’s investment proposition.

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