As the wealth management landscape rapidly evolves, modern registered investment advisors (RIAs) face growing pressure to offer more personalised, data-rich, and intuitive client experiences. Investors no longer want just performance reports, they want meaningful insights, full visibility across accounts, and proactive guidance tailored to their goals. But for many advisors, fragmented systems and inaccessible data stand in the way.
To meet these rising expectations, Summit Wealth—a subsidiary of Orion Advisor Solutions—built a next-generation RIA platform designed to simplify and humanise wealth management.
Central to this transformation is its integration with the ByAllAccounts Data Network, which enables real-time data aggregation, seamless client onboarding, and powerful visual tools that make financial advice more engaging and effective.
Creating a complete view of wealth
The traditional advisor tech stack often forces firms to toggle between fragmented tools—each handling a narrow slice of the financial picture.
Summit Wealth wanted to reimagine that experience with a platform that brings everything together under one roof: estate planning, insurance, goals-based advice, and more.
Orion SVP of product Erin Colledge said, “We’ve distilled our experiences into insights that derive meaning from that underlying data. We’re creating experiences that help users who are approaching the wealth management process with varying levels of comfort with the subject. Delivering personalised, data-driven technology is a key component of Orion’s broader mission of building a wealth-tech community where every advisor and investor thrives.”
Powering engagement with visual tools
One of Summit’s key innovations is the visual balance sheet—a tool that turns raw financial data into a clear, visualised picture of an investor’s net worth.
It displays assets, liabilities, and financial goals in one place, helping advisors guide more meaningful conversations and encouraging clients to stay focused during market turbulence.
“Advisors need to be able to build the full picture of a client’s wealth to be able to manage it,” Erin explained. Real-time interactivity makes the experience engaging, improving client buy-in and enhancing the value proposition for advisors.
ByAllAccounts: A data engine behind the experience
The success of the platform hinges on access to clean, accurate, and complete financial data. Rather than attempting to build thousands of direct integrations, Summit partnered with ByAllAccounts to tap into a network of over 15,000 financial institutions.
“If we were contemplating building direct data feeds to every data provider our clients worked with, we’d have a backlog of many years at this point,” Erin said. ByAllAccounts aggregates, enriches, and standardises the data, allowing Summit to deliver a seamless experience with minimal friction for clients and advisors.
Service-led support and smooth onboarding
Behind every well-designed platform is a support structure that keeps things running smoothly. When data aggregation hits a snag—such as broken connections or miscategorised transactions—ByAllAccounts provides the support needed to resolve issues quickly.
“I’ve worked in wealth management for a long time, so I’ve had exposure to other aggregation solutions,” Erin said. “ByAllAccounts still views the advisory practice as the client. That blend of technology and service is important in the space.”
Summit also maintains a dedicated daily service contact to ensure onboarding and maintenance processes are as smooth as possible for users.
Helping advisors win new business
Summit’s digital-first platform isn’t just about managing existing client relationships—it’s also a powerful tool for attracting new ones. Prospective clients entering the experience are greeted by a central focus on their family and long-term financial mission, surrounded by the services their advisor provides.
“It can be challenging to understand a prospective client’s full picture,” Erin explained. With ByAllAccounts, clients can quickly link held-away accounts, giving advisors the full context they need to recommend an appropriate strategy.
A more meaningful wealth experience
Summit Wealth is also investing in the qualitative side of the platform, using design and storytelling to deepen investor engagement. From connecting visual elements with life goals to building more emotional connections with investments, the platform is evolving beyond just numbers.
“We represent the story behind investments through imagery that creates a closer connection along with capturing the full picture of the updates and planning needed to properly maintain that investment,” Erin said.
As Summit continues to expand within Orion’s connected ecosystem, its collaboration with ByAllAccounts will remain central, helping to deepen the advisor-client relationship and deliver a truly modern RIA experience.
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