TECHNOLOGY - Summit Financial Networks
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TECHNOLOGY

INTEGRATED TECHNOLOGY SUITE

eSolutions

eSolutions: Technology that Keeps Pace with the Modern Business

Maximize productivity with eSolutions. It seamlessly integrates best-of-breed applications to bring your critical client data together, whether you’re at your office or on your mobile device, so you can stay on top of your practice and service clients wherever you are. Place trades, identify business opportunities, access market intelligence and product information—even manage your marketing efforts—all through our award-winning technology platform – Adviceworks

 

We pride ourselves on providing our advisors with the technology they need to maximize their productivity both in and out of the office. Summit advisors have the ability to receive daily updates on products and company information which includes single-sign-on access to Summit and Cetera’s technology partners. Advisors can also access a wide range of forms and manuals from Summit’s extensive library of information.

AdviceWorks™

Technology designed to support the future of advice

Connect more closely with clients to help grow their assets and your business with AdviceWorks™, Cetera’s easy-to-use technology tool. Collaborate with clients on their objectives, financial plans, and overall progress to growth at any time, from any device, and take a more personalized approach to support their priorities. Clients can also link their investment and bank accounts, mortgages, real estate properties, and other assets and liabilities within AdviceWorks, which gives you a more complete view of their financial life.

Cetera’s AdviceWorks™ platform was awarded the 2020 BISA Technology Innovation Award.

Virtual Solutions for Your Practice

When You Can’t Meet In-Person With Your Clients

 

Summit has approved multiple options for having video-based client meetings. In addition, our advisors have the ability to securely share client-documents during a virtual meeting.

 

Summit’s advisor have the option of leveraging Electronic Signature capability for the following types of accounts:

  • Advisory
  • Brokerage
  • Direct

Current Best of Breed Applications Include:

Explore Our Clearing Firms’ Technology

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