What is the Summit platform?The Summit platform is a specialist portfolio administration service that provides you with a single access point to a range of investments while performing all the time-consuming administration, reporting and communications. It is designed to make investing easy for you.
Established in 1992, the Summit platform now administers over $14 billion for over 122,000 clients.
The Summit platform administers three distinct product ranges, Summit, Generations and AXcess.
Summit product range – best suited to investors with diverse and complex investment needs. It provides a sophisticated suite of investment options including managed funds, term deposits, direct shares, and exchange traded funds (ETFs).
Generations product range – suited to individuals with simpler investment needs as it offers a select range of managed fund investment options.
AXcess Managed Portfolio is an investor directed portfolio service (IDPS), which provides access to a range of managed fund investments especially for Self Managed Super Funds.
To assist with understanding which product range best suits your needs, speak to your financial adviser today.
Managing your investments has never been easierThe platform manages the various transactions with fund managers and your financial adviser, and keeps track of all the relevant records of your investments on your behalf.
As a simple administration service, Summit will provide you with one easy to read consolidated investment report that brings your investment portfolio together in one place.
Summit also provides secure online access to your portfolio information so that you can monitor and remain in complete control of your portfolio at all times.