Acronym
Summitas
Product ID
Summitas
Images
Image
Summitas_1
Image
Summitas_2
Image
Summitas_3
Features
  • Increase engagement by having all client information in one place
  • Extend client lifetime and increase AUM by simplifying client interactions with their advisors and consultants
  • Lower operating costs by streamlining workflows, pushing content, and esigning documents stored in a digital vault
     
Vendors
Summitas
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Integrated Platform
Other
Website/Portal
Ad Hoc Tags
DoubleClick Tags

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