Summit Global gives Summit Global advisors their whole book of business on iPhone: every client, household, account and goal, and every conversation with them, in one place. CLIENTS AND HOUSEHOLDS - Search, filter and sort your clients by status, household, client type and assets. - Open a client to see contact details, accounts, goals, risk assessment, documents and recent interactions. - Group clients into households and see each household's accounts together. ACCOUNTS - See balances and how they have changed, with history charts and fee schedules. - Filter by custodian and status, and sort by value, holder or value at close. - Closed accounts show what they held when they closed. GOALS AND TO-DOS - Track each client's goals and the to-dos that move them forward. - Create and update goals and to-dos on the go. INTERACTIONS - Emails, calls, texts and meetings with clients, synced from your connected email, calendar and phone. - Filter by client, and open any interaction for the details, including attachments. MORE - Record a client's risk assessment with a guided questionnaire. - Look up SDBA plan information. - See your pay at a glance (staff). - Light and dark appearance, following your phone or your own choice. Summit Global is for Summit Global advisors and staff. Sign in with your Summit Global account.
