Modern
investment management
Surmount provides modern investment management solutions and digital experiences that keep clients engaged
Evolve with the industry
Modern clients don't want a traditional experience. We help you provide a seamless digital experience without headache (and save you time and money in doing so)
Seamless Client Onboarding
Quickly & easily onboard clients with a simple link. No more weeks of paperwork.
Simplified Client Management
View & manage all of your client accounts from one dashboard — no ACAT required.
Simple Analytics
Maintain a clear picture of how your business is operating.
Tailored Portfolio Construction
Leverage AI-driven advisor tools to construct tailored portfolios and manage ongoing tasks like rebalancing and tax loss harvesting.
Surmount in Action
Built for professionals, powered by AI
Q&A
How can this impact my business?
If you're one of the many businesses that are interested in offering a more personalized & software-driven client experience, we help you achieve that objective in a fraction of the time and effort that it would take if you build it out yourself or hire someone to build from scratch.
How long does this take to implement?
It takes less than 30 days on average to integrate 1 of 1 portfolios at scale, and less than 90 for a custom software-driven investment management experience.
Will we need to make changes in our teams?
No, you don't have to fire employees. AI and automation are only there to help humans to be able to focus on the most important tasks by automating time-consuming and repetitive tasks. In the long run, process automation will make your teams happier and improves their performance. All you need to do is sit back, let the automation run the repetitive tasks, and focus on strategic tasks that only humans can do. Our objective is to help your team deliver the best client experience possible.
