Technology

Integrated Technology Suite

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 a single sign-on.

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

Current Best of Breed Applications Include:

Customer Relationship Management:
Redtail


Forms Processing:
Docupace


Turnkey Marketing:
Connect2Clients

Consolidated Performance Reporting:
Albridge


Paperless Processing:
Docupace


Client Portal Access:
WealthAccess


Financial Planning:
eMoney & MoneyGuidePro

Client Access:
Albridge, First Clearing & Pershing


Website Development:
WebConnect


Data Protection:
DaPP

Explore Our Clearing Firms' Technology

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