Summit Wealth Systems Recognized for Both Innovation and Client Portals in the 2024 WealthManagement.com "Wealthies" Industry Awards
Summary
"Were delighted and honored to receive these prestigious awards from WealthManagement.com," said Reed Colley, CEO and co-founder of Summit. "Innovation has been a hallmark of Summit ever since we launched the firm, and it is truly gratifying to see our investments being recognized at the industrys highest levels for our Client Experience Platform and Wealth Home." "The WealthManagement.com Industry Awards allow us to recognize the creativity, success and excellence of firms such as Summit that serve the financial advisor community," said David Armstrong, Director of Editorial Strategy and Operations, Wealth Management Group — Informa Connect. Continuing Summits industry recognition in 2024, the firm has also been named a Finalist in ThinkAdvisors Luminaries Awards in the category of Portfolio Management, Accounting and Performance Reporting – Innovation. Summits design-forward approach counters complexity by streamlining and automating the work advisors do every day.