Summit Brokerage is pleased to announce the release of their mobile technology offering, eRepOffice, at no cost to all of their independent financial advisors. This new application will enable their advisors direct access to Summit’s technology portal through their iPad and iPhone.
“Having access to eRepOffice on the iPad and iPhone will be an extremely valuable tool for our advisors to grow their businesses,” said Tom Terpko, Chief Information Officer for Summit. “Advisors will have access to client accounts, reports and statements through integrated business solutions wherever they work. It will ultimately change the way they do business as advisors are doing more work outside the office. In addition, it complements our recent purchase of iPad Air’s for all Leaders’, Chairman’s and President’s Club1 advisors.”
Summit’s eRepOffice is designed to be best of breed in the industry, allowing advisors 24/7 access to all of the Summit resources they need to run their practice such as:
- Summit’s next generation Commission Dashboard and Reporting
- Enterprise access to Operations/Compliance forms to securely retrieve any document scanned by the Summit home office or uploaded by advisors
- Practice Management Tools and Resources
- Single Sign-On access to Summit’s technology enterprise partners
Recognizing the growing trend of mobile technology in the industry, Summit also announced last month at their annual conference that all Leaders’, Chairman’s and President’s Club1 advisors will receive a new iPad Air fully customized with their own applications and integrated for their businesses at no cost. “We made a strategic decision to make it simple and easy for our advisors to use mobile technology by giving them free iPads, then adding eRepOffice to integrate their businesses with mobile technology. When our advisors effectively use these provided technologies, it will ultimately grow and retain business for our advisors,” stated Summit Chairman and CEO, Marshall Leeds.
About Summit Brokerage Services, Inc.
Summit Brokerage Services, Inc., an independent broker-dealer, is a Florida-based financial services company that provides a broad range of securities brokerage and investment services to primarily individual investors. Summit Brokerage also sells insurance products, predominantly fixed and variable annuities and life insurance through its subsidiary, SBS Insurance Agency of Florida. Summit Brokerage also provides asset management services through its investment advisor, Summit Financial Group, Inc.
Contact Person: Mindy Clapp
Company Name: Summit Brokerage Services, Inc.
Telephone Number: 561.338.2770
Fax Number: 561.338.2843
Email Address: email@example.com
Web site address: www.summitbrokerage.com