Summit

Summit

Summit Wealth Systems
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About

Floodlight and ESGAnanalytics.AI have joined forces to provide more than 100 data sets built with ESG and Sustainability in mind. Our data enrichment process ensures all corporate behavior is captured and reported up to the parent company. We present a comprehensive review of corporate performance rooted in qualitative and quantitative insights. Data and analytics platform that provides investors with specialized insights into a company's full behavior. Easily integrate unique data to enhance insights and performance.

About

Summit Wealth is a software company specializing in innovative financial technology solutions designed for wealth management professionals and financial advisors. The company develops intuitive, data-driven platforms that streamline portfolio management, client reporting, financial planning, and performance analytics. With a focus on user-friendly interfaces and advanced integration capabilities, Summit Wealth enables financial professionals to deliver personalized advice and exceptional service to their clients. Known for its commitment to innovation and reliability, Summit Wealth empowers organizations to optimize their operations, enhance decision-making, and achieve superior client outcomes in a competitive financial landscape.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Wealth managers seeking an advanced Investment Management solution

Audience

Wealth advisors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$99 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Floodlight Invest
Founded: 2019
United States
floodlightinvest.com

Company Information

Summit Wealth Systems
Founded: 2019
United States
summitwealth.io

Alternatives

Alternatives

PriceMetrix

PriceMetrix

McKinsey & Company
Fusion Invest

Fusion Invest

Finastra
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim Floodlight Invest and update features and information
Claim Floodlight Invest and update features and information
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