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CUSTODIAN
DIRECT BUSINESS
HELD-AWAY
MANUAL
ALTERNATIVES
INSURANCE
REAL PROPERTY
① FINANCIAL DATA
The three domains of
wealth management firms’ data
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
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
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.
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.
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
Explainer Infographic - How we think about and solve for advisor data management

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Explainer Infographic - How we think about and solve for advisor data management

  • 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