Summit Financial, a registered investment advisory firm, has introduced eight innovative AI-driven digital tools to enhance adviser workflows. Key tools include Absolute Capital for self-directed 401(k) management, FinLink for M&A activities, and Fintrx, an AI-based private wealth intelligence platform. Additional offerings like Move Health focus on personalized healthcare insurance planning, while the Retirement Plan Advisory Group delivers qualified-plan reporting and analytics. Wealthfeed aids in prospecting and lead generation using AI technology. Stan Gregor, Chairman and CEO of Summit Financial, emphasized that rapid AI innovation in wealth management is vital for advisers to maintain a competitive edge, highlighting that these technologies complement, rather than replace, human expertise. With over 150 advisers across 23 states and managing over $23 billion in assets, Summit Financial is committed to integrating advanced technology into their services to enhance client outcomes.
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