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What is Summit?

Summit Wealth is an innovative technology company dedicated to developing advanced financial tools specifically designed for wealth management specialists and financial advisors. The firm creates user-friendly, data-driven platforms that enhance the efficiency of portfolio management, client communication, financial strategizing, and performance evaluation. By emphasizing intuitive design and seamless integration capabilities, Summit Wealth empowers financial experts to deliver personalized advice and superior service to their clients. Notably recognized for its commitment to both creativity and reliability, Summit Wealth enables organizations to optimize their operations, make strategic decisions, and achieve remarkable client outcomes in a demanding financial landscape. Their solutions are not just groundbreaking; they are crucial for maintaining a competitive edge in the current market, ensuring that financial professionals can adapt to evolving client needs and industry trends.

What is Keenai?

Keenai revolutionizes the concept of wealth through a blend of intelligence, where seasoned expertise intersects with cutting-edge innovation. By redefining the landscape of wealth management, Keenai integrates human insight with AI capabilities, creating a new paradigm known as Augmented Intelligence. This dynamic synergy yields sharper insights and reveals opportunities that may be overlooked by others. The fusion of human creativity and advanced technology equips investors and advisors worldwide to make more informed and assured decisions. Our leadership team, each with over two decades of experience, contributes exceptional wisdom to every choice we make. We cultivate a culture that emphasizes ongoing education and development, leveraging our extensive backgrounds to foster innovation and drive success. Keenai Wealth is our dedicated wealth management application, designed to provide customized investment solutions, enriched by profound insights tailored to the unique requirements of global investors. Additionally, Keenai Pulse offers tools that enhance your competitive advantage in the market, ensuring you stay ahead.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Summit Wealth Systems

Date Founded

2019

Company Location

United States

Company Website

summitwealth.io

Company Facts

Organization Name

Keenai Global

Date Founded

2021

Company Location

Singapore

Company Website

www.keenaiglobal.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

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