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Request early access and we’ll map one branch of your family’s accounts onto Surmount, so you can see it run before you commit.
Frequently Asked Questions
How does Surmount Wealth help an independent RIA?
It automates the operational side of portfolio management: rebalancing, trade execution, model updates and drift monitoring across client accounts. Your advisors keep full authority over every model and choose which actions need approval.
Do we have to move client assets or change custodians?
No. Surmount works as an investment management layer on top of your clients’ existing brokerage accounts, so there’s no ACAT transfer or re-papering to get started.
Will we need to change our team?
No new hires or restructuring. Your team keeps its roles and spends less time on manual trading and reconciliation.
How long does implementation take?
Most firms are live within 30 days. Custom builds typically take up to 90 days.
Can we use our own models?
Yes. Bring your existing models and we’ll build one on the platform during onboarding, so you can see it run before you commit.
Is Surmount Wealth a TAMP?
Surmount Wealth is technology. Your firm keeps discretion and the client relationship. For partners that need an adviser of record, Quantbase, LLC, our SEC-registered subsidiary, can serve in that role.
How does Surmount Wealth help an independent RIA?
It automates the operational side of portfolio management: rebalancing, trade execution, model updates and drift monitoring across client accounts. Your advisors keep full authority over every model and choose which actions need approval.
Do we have to move client assets or change custodians?
No. Surmount works as an investment management layer on top of your clients’ existing brokerage accounts, so there’s no ACAT transfer or re-papering to get started.
Will we need to change our team?
No new hires or restructuring. Your team keeps its roles and spends less time on manual trading and reconciliation.
How long does implementation take?
Most firms are live within 30 days. Custom builds typically take up to 90 days.
Can we use our own models?
Yes. Bring your existing models and we’ll build one on the platform during onboarding, so you can see it run before you commit.
Is Surmount Wealth a TAMP?
Surmount Wealth is technology. Your firm keeps discretion and the client relationship. For partners that need an adviser of record, Quantbase, LLC, our SEC-registered subsidiary, can serve in that role.
How does Surmount Wealth help an independent RIA?
It automates the operational side of portfolio management: rebalancing, trade execution, model updates and drift monitoring across client accounts. Your advisors keep full authority over every model and choose which actions need approval.
Do we have to move client assets or change custodians?
No. Surmount works as an investment management layer on top of your clients’ existing brokerage accounts, so there’s no ACAT transfer or re-papering to get started.
Will we need to change our team?
No new hires or restructuring. Your team keeps its roles and spends less time on manual trading and reconciliation.
How long does implementation take?
Most firms are live within 30 days. Custom builds typically take up to 90 days.
Can we use our own models?
Yes. Bring your existing models and we’ll build one on the platform during onboarding, so you can see it run before you commit.
Is Surmount Wealth a TAMP?
Surmount Wealth is technology. Your firm keeps discretion and the client relationship. For partners that need an adviser of record, Quantbase, LLC, our SEC-registered subsidiary, can serve in that role.
Bring your own models. See them running.
Request early access and we'll build one of your existing models on Surmount Wealth, so you can watch it run before you commit to anything.
Bring your own models. See them running.
Request early access and we'll build one of your existing models on Surmount Wealth, so you can watch it run before you commit to anything.
Bring your own models. See them running.
Request early access and we'll build one of your existing models on Surmount Wealth, so you can watch it run before you commit to anything.
