Summit Brokerage Launches Investment Advisory Platform: Hybrid RIA

Summit Brokerage is proud to announce the launch of its Hybrid PRO investment advisory platform. Hybrid PRO allows advisors “Fee Flexibility” to maintain their own Registered Investment Advisory firm and collect advisory fees, while at the same time continuing to generate commissions as a Registered Representative licensed with Summit Brokerage Services.

Through Summit’s partnership with Pershing Advisory Services, Hybrid PRO is custom designed as a comprehensive and sophisticated program to help investment advisors gather new assets, increase client retention and compete for high net worth individuals in an increasingly challenging environment. Hybrid PRO’s open-architecture technology powered by Pershing’s NetX360 operating system is specifically designed to support both commission and fee-based business in a single, integrated and fee friendly environment. Summit offers assistance to advisors in developing their overall business strategy, financial modeling, sales processes, compliance and marketing support, as well as services to help the advisor optimize technology, processes and workflows in today’s commission and fee based marketplace. Summit remains the firm to count on for Fee Flexibility with one of the most robust fee-based offerings in the industry.

 

 

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