How we aggregate the 3 domains of data and manage + elevate it for firms

1. CUSTODIAN
DIRECT BUSINESS
HELD-AWAY
MANUAL
ALTERNATIVES
INSURANCE
REAL PROPERTY
① FINANCIAL DATA
The three domains of
wealth management firms’ data

2. CUSTODIAN
DIRECT BUSINESS
HELD-AWAY
MANUAL
ALTERNATIVES
INSURANCE
REAL PROPERTY
① FINANCIAL DATA
CLIENT AND
TASK DATA
FINANCIAL PLANNING
DATA
② RELATIONSHIP DATA
The three domains of
wealth management firms’ data

3. CUSTODIAN
DIRECT BUSINESS
HELD-AWAY
MANUAL
ALTERNATIVES
INSURANCE
REAL PROPERTY
OTHER FIRM
DATA
MARKET DATA
ENRICHMENT
① FINANCIAL DATA
CLIENT AND
TASK DATA
FINANCIAL PLANNING
DATA
② RELATIONSHIP DATA ③ SUPPLEMENTAL DATA
The three domains of
wealth management firms’ data

4. CUSTODIAN
DIRECT BUSINESS
HELD-AWAY
MANUAL
ALTERNATIVES
INSURANCE
REAL PROPERTY
OTHER FIRM
DATA
MARKET DATA
ENRICHMENT
① FINANCIAL DATA
CLIENT AND
TASK DATA
FINANCIAL PLANNING
DATA
② RELATIONSHIP DATA Menu of Summit Apps by Function
GATHER
CLEAN
+ CALC
ORGANIZE SERVE IT UP
Data Home
③ SUPPLEMENTAL DATA
Your unified data.
Ready for work.

5. CUSTODIAN
DIRECT BUSINESS
HELD-AWAY
MANUAL
ALTERNATIVES
INSURANCE
REAL PROPERTY
OTHER FIRM
DATA
MARKET DATA
ENRICHMENT
① FINANCIAL DATA ③ SUPPLEMENTAL DATA
CLIENT AND
TASK DATA
FINANCIAL PLANNING
DATA
② RELATIONSHIP DATA
EXTERNAL APPS
AND INTEGRATIONS
Popular Summit Apps by Function
GATHER
CLEAN
+ CALC
ORGANIZE SUMMIT APPS
SERVE IT UP
Data Home
Summit apps for
all the essentials.
External
integrations for
anything else.

6. CUSTODIAN
DIRECT BUSINESS
HELD-AWAY
MANUAL
ALTERNATIVES
INSURANCE
REAL PROPERTY
OTHER FIRM
DATA
MARKET DATA
ENRICHMENT
① FINANCIAL DATA ③ SUPPLEMENTAL DATA
CLIENT AND
TASK DATA
FINANCIAL PLANNING
DATA
② RELATIONSHIP DATA
EXTERNAL APPS
AND INTEGRATIONS
Popular Summit Apps by Function
GATHER
CLEAN
+ CALC
ORGANIZE
▶ WOW EXISTING CLIENTS
Wealth Home | Client-centered entry experience
Visual Balance Sheet | Inventory of financial assets
Wealth Journey | Tie together past, present, future
Wealth Planning | Dynamically evaluate the future
Conversations | Dialogue to move forward key topics
Document Vault | Secure sharing and retention
Private Equity Reporting | Summary insights and updates
Income Planner | Cash flow insights
Wealth Mission | Memorialize values and interest
Mobile App | Access on the go
▶ CONVERT PROSPECTS INTO CLIENTS
Prospect Portal | Secure sharing and info gathering
Proposal Home | Visualize proposed investments
Firm Insights | Share marketing collateral
Client Onboarding | Seamless transition
▶ GROW THE BUSINESS
Advisor Home | Oversee role-specific activity
Data Home | Unify your data experience
Denali Automation | Surface the most impt insights
Rebalance | Investment analysis tool
Trade | Direct trading connections
Billing | Fee mgmt and revenue capture
Business Reporting | Review + reporting cross client-base
Integrations | Connect CRM, planning and more…
SUMMIT APPS
SERVE IT UP
Data Home