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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Axisoft stands out as a premier financial technology service provider with locations in Hong Kong, Singapore, Shanghai, Zhuhai, and Shenzhen. Since our establishment in 1998, we have been instrumental in assisting leading private banks worldwide in enhancing their profitability by implementing our solutions across various nations. Our distinctiveness lies in our extensive expertise in both finance and technology, along with our ability to deliver top-tier industry solutions, execute high-quality applications, and offer the best local support possible. Every member of the Axisoft team is well-versed in both financial and technological domains, allowing us to effectively comprehend and address financial challenges and needs. This cross-disciplinary knowledge empowers us to leverage the most suitable technologies to help financial institutions meet their business goals. Furthermore, our offerings have consistently garnered praise within the technology community for their innovation and effectiveness. Our commitment to excellence ensures that we remain at the forefront of the financial technology landscape.

Description

Summit Wealth is a technology firm that focuses on creating cutting-edge financial technology tools tailored for wealth management experts and financial advisors. The company designs easy-to-use, data-centric platforms that simplify the processes of portfolio management, client reporting, financial planning, and performance analysis. By prioritizing user-friendly designs and robust integration features, Summit Wealth allows financial professionals to provide customized advice and outstanding service to their clientele. Renowned for its dedication to both innovation and dependability, Summit Wealth equips organizations to improve their operations, make informed decisions, and attain exceptional client results in a challenging financial environment. Their solutions are not only transformative but also essential for staying competitive in today's market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Square POS

Integrations

Square POS

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Axisoft

Founded

1998

Country

China

Website

www.axisoft.com

Vendor Details

Company Name

Summit Wealth Systems

Founded

2019

Country

United States

Website

summitwealth.io

Product Features

Product 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

Alternatives

Alternatives

PriceMetrix Reviews

PriceMetrix

McKinsey & Company
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Surecomp RIVO

Surecomp
WealthERP Reviews

WealthERP

Ampsys Consulting Pvt Ltd.