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Summit Trail Advisors faced challenges with data spread across multiple banking entities (e.g., Schwab, Fidelity, Pershing) and eight internal teams, leading to manual processes, operational inefficiencies, and increased risk of human error. The lack of centralized data hindered scalability and client service quality.
Networked family office providing comprehensive wealth management services to high-net-worth families and individuals, utilizing an adaptive and proactive approach.
The centralized system will reduce manual data entry tasks by automating custodian data aggregation, decrease human error risks, enhance operational efficiency, and enable scalable growth. Team members will gain a unified client view, improving decision-making and client service delivery.