Summit


Only one SaaS platform elevates your account administration to a higher level. DataPath Summit lets you conquer the business challenges you face today – as well as those you will face tomorrow.


Rather than limiting you to a ‘flex system,’ DataPath Summit was created to be a cloud-based ‘everything you could need’ administrative solution. Summit integrates account administration with streamlined financial processes, including debit cards, electronic payments, custodial banking, and investment services. Built from the ground up with cutting-edge system architecture, state-of-the-art security, modular design and ultimate flexibility, Summit makes it easier and more affordable to enhance client and broker relationships, gain a competitive advantage, increase profits, and grow your business.

Summit Can Conquer Problems Like These: 

  • Even when setting up the same plan you’ve used many times before, you have to set it up like it’s a new plan.
  • Summit’s streamlined, wizard-driven processes will save you countless hours of time and thousands of keystrokes. Use Summit’s default settings for the most popular plan designs, contribution schedules, reimbursement schedules, and other repetitive tasks, or alter them to create your own.

  • Consolidation and outsourcing is such a nightmare that you’ve had to pass on opportunities to grow your business.

    Summit includes a Master-Sub relationship that is unparalleled in this industry. Roll new books of business under your existing master portfolio and gain comprehensive search and reporting capability while maintaining the unique business rules and customization of each book of business.

  • You need an easy way to provide information to referring brokers on your shared clients.

    Summit is the only platform that lets you provide brokers with secure, online access to specified data on shared clients. You control access rights, data segregation, report creation, and more.

  • You can’t completely brand your admin system and participant portal.

    Summit gives you complete freedom to customize your login page and even your web URL address for both the admin system and the participant portal. In fact, DataPath does not appear on any public-facing page or feature - that’s reserved for you.

More reasons to reach for Summit:

  • Global Navigation and Search - Summit learns your most frequent daily functions and automatically pushes them to you as you navigate, eliminating endless clicking to find the information you use most.
  • Top-Notch Reporting Capabilities - Summit’s unique drag-and-drop report writer lets you create custom reports within minutes.
  • Data Migration Beyond the Boundaries - Rather than limiting you to a few pre-defined file formats, Summit enables you to specify the format in which you will be providing the data and how Summit can expect it to arrive.

Resources