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 Summit 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.
Summit embraces the hybrid advisor. Whether you are currently operating under a hybrid arrangement or are considering the change, we deliver the flexible support you need to streamline management of your own independent RIA while leveraging our resources to process your securities transactions.
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
The people at Summit make the difference. Hear what our advisors have to say about Summit in a brief video presentation.
Providing what we believe is the best possible service to our advisors is the core of what we do, and one of the reasons why we believe Summit’s advisor retention rate is among the highest in the industry. Our goal, quite simply, is to be the best firm to Summit’s Financial advisors by providing the support they need and deserve to service their clients without limitation, and to do so in such a way that makes them proud to call Summit home.