Summit, an award-winning wealth tech solution, is one of the industry’s most advanced platforms that delivers an exceptional client experience. Its intuitive, design-forward approach simplifies complexity, making it easier for advisors to manage client relationships and grow their businesses by combining a complete data model with a unified user experience. The solution provides deep value especially for family offices and advisors serving UHNW clients. 

Yes, we are working to make Summit available as an add-on for Orion technology users. Our goal is to provide a seamless experience that combines Orion’s robust portfolio accounting capabilities with Summit’s advanced data visualization and configurability. This will allow advisors to leverage the strengths of both platforms while maintaining the flexibility to customize their workflows.

The experience will be rolled out in phases, ensuring a smooth transition and incorporating feedback from advisors. We are actively working on the development and implementation process and we are planning to bring it to the market in summer of 2025. Advisors interested in updates should fill out the subscription form above. 

Yes, there will be an additional cost for advisors who choose to add Summit to their Orion tech stack, and the specific details are still being finalized. The goal is to provide a solution that delivers significant value while remaining cost-effective for advisors.

The strength of this offering comes from the combination of the robust Orion portfolio management capabilities and the modern Summit experience. While Summit is primarily being designed to be integrated with Orion, there may be select scenarios where a standalone option is considered.

The Summit and Orion experience is designed to unify Orion’s powerful portfolio accounting and investment management tools with Summit’s highly configurable user experience. Advisors can expect a more intuitive experience with enhanced personalization, allowing them to tailor visualizations, workflows, and dashboards to meet their unique needs. The rollout will happen in phases to ensure a seamless transition, with ongoing enhancements based on advisor feedback.

Yes, Summit integrates with many of the industry’s leading financial planning and CRM solutions, including eMoney and Salesforce. Many of these integrations are bi-directional, ensuring that updates made in one system are automatically reflected in the other. This helps reduce data entry duplication, streamline workflows, and create a more connected experience for advisors.  Summit has taken a next-gen approach when it comes to integrations by consuming all data points to create a complete data model for every firm.

Summit is not designed to replace your CRM or financial planning tools. Instead, it serves as an experience layer that enhances the power of your existing systems by providing deep integrations, intuitive data visualization, and advanced configurability. However, the Summit experience and next-gen integrations will elevate your CRM and planning experiences to add value and help with user adoption. Advisors can continue using their preferred CRM and financial planning tools while leveraging Summit to create a more seamless and personalized client experience.