Summit Technology Offerings

InvestmentNews, one of the industry’s leading publications, recently released the results of its survey of the top technology vendors to independent broker-dealers and their advisors. Summit Brokerage is proud to announce that, in all featured categories, Summit offers at least one of the top ranked products.

Below is a Summary of the Results:

InvestmentNews Category Summit Vendor

Top 5 CRM products


Top 5 financial applications

MoneyGuidePro, MoneyTree, Emoney360, Advisor Workstation and NaviPlan

Top 5 document management applications



Top 3 account aggregation products



Although not listed in the survey, and what I think are important parts of a Broker-Dealer’s offerings going forward, are Social Media and Customer Protection encryption. Summit completed implementation in 2011 of DaPP, our Data Protection Policy, and Erado, our Social Media archiving partner, which now allows Summit advisors a robust social networking presence.

Also, we have agreements with over 20 additional vendors that offer software products or services in the areas of Consulting, Financial Software, Marketing Systems, Research and Industry Organization accessible on Summit’s Intranet. For more information on Summit Brokerage Services, visit or contact us at (800) 354-5528.

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