Discontinued App

RepOffice

The app is intended for use by independent financial advisors who use Summit Brokerage as their Broker-Dealer. RepOffice (also the name of the app) refers ...

Discontinued App

Description

The app is intended for use by independent financial advisors who use Summit Brokerage as their Broker-Dealer. RepOffice (also the name of the app) refers to the advisor portal that allows Summit’s advisors to view specific information regarding their business with Summit. Examples of this information would be events calendar, strategic partners and company communications and updates. The financial advisor is issued his/her access credentials when joining Summit (These credentials are control by the Home Office).

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Technical specifications

Version: 1.2

Size: 289.41 KB

System:

Price: 0,00 €

Developed by Summit Brokerage Services, Inc.

Day of release: 2013-10-1

Recommended age: 4+

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