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Reed Colley on the Advantages of a Holistic Wealth Operating SystemsReed Colley on the Advantages of a Holistic Wealth Operating Systems

The CEO and co-founder of Summit Wealth explains how software companies, like Summit, can help advisors better utilize investment and client management platforms.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

April 3, 2023

 

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As technology has evolved over the past several years, advisors have more tools at their disposal to help clients reach their goals. But a lot of the technical work on the backend of using this new technology is falling to advisors whose plates are already full, says Reed Colley, CEO and co-founder of Summit Wealth. Here he talks about how wealth operating systems can help streamline operations, leading to higher efficiency, output, and scalability.

About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

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