Technology      
At Summit Anything's Possible
 
Demo Center

 

We want you to see what our advisors see on a daily basis and view the same technology they have access to.

 

Below are the links for you to review Summit's technology offerings.

 

 
Data Aggregation
The Albridge Wealth Reporting is a portfolio management system integrating portfolio accounting and performance reporting to deliver an accurate, single view of all of your clients' assets. Albridge consolidates client account data from many separate sources-making it the industry's most scalable and reliable wealth reporting solution.

            1. Why Albridge? (Webpage)

            2. Albridge Solutions :8:56
          

CRM/Redtail - Complete Albridge Integration

Redtail CRM is a web-based, robust, yet easy-to-use client management solution designed for Financial Professionals. Now you and everyone in your office can access the same client notes, documents, schedules, and account data. You can access it when you are away from the office and you can stop maintaining the CRM software on your computer.
   
            1. How Advisors Use Redtail Demo :15:38  

FCC/SmartStation Demo
This outstanding industry platform is a single system - with one login - that allows you to easily monitor and maintain client records and perform transactions, including the placing of trades, opening of new accounts and transferring of funds. Access market data and research and analyze your book of business to identify business development opportunities.

   
            1. Understanding SmartStation :6:41

            2. Understanding InfoMax :7:34
   
            3. Envision Testimonials :5:04


Pershing/NetX360 Demo
NetX360™ provides one complete solution, combining the best of the brokerage and advisory worlds onto one platform, to make it easier for you to grow your business. In addition, the market data, tools, and analytical capabilities available throughout NetX360 will help you identify potential revenue generating opportunities from both new and existing clients.

 
           
        1. Pershing's NetX360 :
12:51

 

RepOffice Demo
The Financial Advisors' portal into Summit. Our Intranet includes daily updates of products and company information, including the Commission Viewer which provides daily/monthly/yearly reporting for the Financial Advisor.
 
            1. Navigating RepOffice :6:19

            2. Summit's Commission Viewer :3:53

            3. Summit's RepOffice Login                


         
Docupace - Document Management
DOCUPACE is the most comprehensive straight-through processing platform for independent broker-dealers on the market today. It is driven by an integrated document management processing engine which will allow you to achieve a completely paperless practice. :
9:33
 
            1. Docupace Overview :10:53


Website Connect Program
The Website Connect Program is designed to help you use the Internet to grow your practice.
 
            1. Websites for the Financial Advisor 

 

Forms Processing
To facilitate all forms processing, we provide LaserApp, the industry standard in form-filling software that combines state-of-the-art form-filling with a current library of industry related forms.



            1. Summit and LaserApp the Industry standard in Forms Processing


Social Media - Erado
We strive to provide all the tools necessary to enable the advisor to lead a successful practice. Our relationship with Erado allows Summit registered representatives the ability to use Facebook, LinkedIn, Twitter and blogs to communicate with clients and the general public. Erado works directly with your Facebook, LinkedIn, Twitter and blog accounts to capture and track all content and provide a record for Home Office compliance review. Therefore, you are able to post status updates, and other interactive content immediately without the requirement for pre-approval by Home Office compliance personnel.

 

 
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