# Summit Global — Your book of business

> Financial advisor tool for managing clients, accounts, goals, and interactions. (iPhone/iPad app by Summit Global Investments.)

- Source: https://appshunter.io/ios/app/summit-global/id6808724072 (this page in markdown: same URL + `.md`)
- Developer: [Summit Global Investments](https://appshunter.io/developer/6808724074)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 16.4 · 60 MB
- Languages: American English
- Released: 2026-10-20
- Data updated: 2026-10-29
- Monetization: free

## What is Summit Global?

Summit Global gives Summit Global advisors their whole book of business on iPhone: every client, household, account and goal, and every conversation with them, in one place.

CLIENTS AND HOUSEHOLDS
- Search, filter and sort your clients by status, household, client type and assets.
- Open a client to see contact details, accounts, goals, risk assessment, documents and recent interactions.
- Group clients into households and see each household's accounts together.

ACCOUNTS
- See balances and how they have changed, with history charts and fee schedules.
- Filter by custodian and status, and sort by value, holder or value at close.
- Closed accounts show what they held when they closed.

GOALS AND TO-DOS
- Track each client's goals and the to-dos that move them forward.
- Create and update goals and to-dos on the go.

INTERACTIONS
- Emails, calls, texts and meetings with clients, synced from your connected email, calendar and phone.
- Filter by client, and open any interaction for the details, including attachments.

MORE
- Record a client's risk assessment with a guided questionnaire.
- Look up SDBA plan information.
- See your pay at a glance (staff).
- Light and dark appearance, following your phone or your own choice.

Summit Global is for Summit Global advisors and staff. Sign in with your Summit Global account.

## Key features

- Client and household management
- Account tracking and history
- Goal and to-do management
- Interaction logging
- Risk assessment tools
- Pay visibility for staff

## Is Summit Global safe?

Not enough ratings yet to assess Summit Global.

## Is Summit Global legit?

Summit Global has limited verification signals. The AppsHunter Legitimacy Score for Summit Global is 58 out of 100 points across 7 verification signals from App Store and developer data.


## Frequently asked questions about Summit Global

### 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.

## Version history (last 1 release)

### 1.0 — 2026-10-20

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-29.*