Product Management and Design

The Product Management and Design team at Summit Wealth Systems is responsible for conceptualizing and creating advanced, user-centric software solutions. This team combines strategic oversight, user experience design, and product management to ensure the development of personalized, cloud-based tools that enhance the client-advisor relationship. By closely collaborating with other departments and leveraging cloud-native technologies, they aim to deliver intuitive and impactful financial planning and portfolio management applications that resonate with both wealth managers and their clients.