Get started with Wealthbox + Summit

Summit is a portfolio management tool designed to replace legacy portfolio management systems with a platform that unlocks efficiency, growth, and deepens client relationships. The integration brings together client relationship data from Wealthbox with portfolio management data in Summit, enabling advisors to work with merged client information from both systems simultaneously. Client data from Wealthbox can be mapped in Summit, and it’s easy to move from Summit to Wealthbox with a single click.

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  Setting up the integration between Summit and Wealthbox is easy. Simply log in to Summit Wealth and click on “Integrations” in the Admin menu. From there, click “Authorize” on the Wealthbox integration then enter your login credentials once prompted.

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  Wealthbox contacts, tasks, and meetings will automatically sync with Summit’s platform. Advisors can also deepen the data sync by mapping firm-specific criteria in the Summit Data Home.