As a recognized next-generation-technology leader, Summit seamlessly integrates best-of-breed applications so you can comprehensively manage your business from your desk or mobile device. Access and analyze client data, manage portfolios, conduct research, create models and client presentations, market your practice, and much more. The flexibility extends to clients as well, with personalized 24/7 account access.
Your success is measured by how well you help your clients meet their unique investment goals. We believe one of the measures of our success is our ability to provide you with the products and services you need to meet your clients’ goals.
The Bond Desk is leveraged by advisors across the Summit family. The Bond Desk offers a team of consultants who provide unbiased guidance, market expertise, fiduciary best practices, and industry-leading products, resources, and services that support your practice. We listen to where you are, where you want to go, and aspire to exceed your expectations.
Leverage social media in your practice the easy way with full, compliant access to social media tools including LinkedIn, Facebook, Twitter, YouTube, Vimeo, Instagram and blogs. Create posts, develop leads and measure your engagement—all through a provided library of resources and consulted by one of our practice management experts.
While the Summit Compliance department’s primary duty is to ensure the highest levels of compliance with federal, state and industry rules and regulations, you will benefit from our consultative and proactive approach to brokerage and advisory compliance as well.
The ability to offer efficient fee-based solutions is an essential requirement for today’s most successful financial advisors. Being independent is all about choice, allowing you to meet the demanding needs of your clients while keeping ahead of the competition with the most efficient platforms to maximize your time.
Certain clients require more resources and support due to the complexity of their financial situation. To serve these clients, Summit offers you full access to Cetera’s Advanced Planning Group and the Retirement Solutions Team.
While we believe that service is the cornerstone of what we do, we strive to provide our financial advisors with the rewards and recognition they deserve for their contribution toward the success of Summit. As a result, we offer a number of benefits to our advisors, many of which are unique to our Firm
“I like the smaller broker dealer feel, the family feel. I like knowing I can pick up the phone and I can call Marshall or I can call Rob. I know they know who I am. You have that familiar relationship, they might not know everything about my business, but they know who I am and want me to succeed. When Summit was purchased by Cetera, the reason I stayed during that transition is that now I feel like I have the best of both worlds. I have the large resources of Cetera but it’s packaged still in the small town feeling of Summit. I really feel like I now get the best of both worlds.”
Kim Enders, Michigan