Brighton Jones Partners, an RIA based in Seattle, is rolling out a new data management system for advisors through a partnership with Summit Wealth, the firms announced today.
The system will allow advisors to aggregate client information and will enhance advisory firms’ back office systems, Summit said.
The system has been beta tested for several months and will be rolled out at the 18 offices that Brighton Jones has nationally over the next three quarters, the company said. Brighton Jones is a wealth management firm with more than $20 billion in assets under advisement. “The platform will improve Brighton Jones’ client and advisor experience while driving the efficiencies, productivity, and scale needed to accelerate growth,” Summit said.
Using the platform, Brighton Jones clients will be able to see their complete plans and goals for future, current and past milestones, Summit said.
“For advisors, the platform aggregates data and key insights from several sources, eliminating the need to maintain and monitor scattered information in their day-to-day work. The result is a dynamic environment in which clients are empowered with modern planning tools and advisors’ time is freed up to do what they do best—serving clients,” Summit Wealth said.