Summit Global
Your book of business
About
Manage your entire client book of business, including clients, households, accounts, and goals, all from your iPhone. Track interactions, record risk assessments, and view pay information in one centralized location.
What's New in Summit Global
1.0
October 20, 2026
FAQ
What is Summit Global?
Summit Global is a mobile application designed for Summit Global financial advisors and staff. It provides a comprehensive view of their entire book of business, including clients, accounts, goals, and interactions, all in one place.
Is Summit Global free to use?
Yes, Summit Global is available for free. Users can download and use all its features without any cost.
What devices does Summit Global support?
Summit Global is currently supported on iPhone devices. It is not available for Android or other platforms at this time.
How secure is Summit Global?
Summit Global requires users to sign in with their Summit Global account, indicating a reliance on existing security protocols for access. Specific details on encryption and data protection measures are not provided in the description.
Can I track client goals with Summit Global?
Yes, Summit Global allows you to track each client's goals and associated to-dos. You can also create and update these goals directly within the app.
Does Summit Global sync with my email and calendar?
Yes, emails, calls, texts, and meetings with clients are synced from your connected email, calendar, and phone within Summit Global.
How often is Summit Global updated?
Summit Global was last updated on October 20, 2026, with version 1.0. Further update frequency details are not available.
Does Summit Global have ads?
No, Summit Global does not contain advertisements. The app is free to use and does not display any ads.
