You have three major players in performance reporting: Orion, Black Diamond and Addepar. When you look at those three chassis, all of them do basic services. We just happen to cater to a higher net worth client base. We have clients that are billionaires. We have clients that are worth 10s of millions of dollars. But you don’t need to be a $200 million client to get the services that the billionaire would get, because that’s all part of the Summit ecosystem. You can’t do that with retailish technology.&nbsp ...

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. We’re two father-son teams. Lowell (Weiss) and I have our knowledge of the current technology ecosystem. We also know where our dads thrive and where they sometimes have trouble—similar to how some of our clients might have trouble. We want to help our clients use technology to their benefit. Not as something big and scary out there that pushes them away.   We came from Raymond James [before ...