Summit Advisor Solutions (SAS) is a Technology & Investment Platform that caters to RIA's. SAS offers a technology solution for advisors to customize asset management in their own branded, and organized configuration. In addition to offering a wide array of strategies and managers, SAS also provides access to thoroughly screened alternative asset management strategies in the Hedge Fund and Private Credit space. The combination of providing asset management content and allowing advisors to add their own strategies and content in one technology engine is an efficient, and current way for advisors to execute on their business. Advisory services offered through Summit Advisor Solutions, an SEC registered investment adviser.
| Website | http://www.summitadvisorsolutions.com |
| Employees | 1 (0 on RocketReach) |
| Founded | 2001 |
| Address | 14785 Preston Road Suite 1000, Dallas, Texas 75254, US |
| Phone | +1 866-667-1669 |
| Technologies |
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| Industry | Financial Services, Unified Managed Accounts, Information Technology, Rep Directed Model Management, Investment Management, Turn Key Asset Management Platform, Back Office Services |
| Keywords | Brokerage Technology, Asset Management Software, Financial Advisor Technology, Investment Management Platform, Wealth Management Technology, Advisor Technology Solutions, Digital Asset Management, Portfolio Management Software, Financial Planning Software, Technology For Advisors, Investment Technology Solutions, Wealthtech Solutions, Crm For Financial Advisors, Client Portal Software |
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Summit Advisor Solutions is based in Dallas, Texas.