Engineering

The Engineering team at Summit Wealth Systems designs and develops the core cloud-based and mobile software platform that wealth managers use to enhance their client relationships. They focus on creating personalized, modern applications for both mobile and desktop, integrating wealth modeling, financial planning, and collaboration tools with robust portfolio management and performance reporting capabilities. The team leverages cloud-native technologies to ensure the platform is scalable, secure, and responsive, providing a seamless and humanized wealth experience for advisors and clients.