Summit Financial recently added eight wealthtech tools in hopes of bolstering its technology ecosystem, the firm announced Tuesday. These tools, with the help of A.I., can help various departments such as lead generation, digital market automation, client service technology, and M&A opportunity analytics among others. The firm’s new tools include: Absolute Capital – Self-directed 401(k) […] The post Summit Financial enhances technology with eight new AI-powered WealthTech tools ap...
