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Simplicity, Convenience and Confidence.

Those are three words very rarely associated with managing complex wealth issues; but thanks to SunTrust SummitView they now can be.

Our innovative, collaborative, web-based financial planning solution allows you and your advisor to work together on building and monitoring a custom financial plan – whenever and wherever time permits. At any point in time, you'll know where you are in relation to your goals, so you can quickly make adjustments to get back on track.

"SunTrust's SummitView planning experience earned the best possible
mark - 5 - across all four dimensions: customer centricity, quality of recommendations, format and process."

— Source: Hearts & Wallets Inside AdviceTM (Feb 2017)

SunTrust SummitView allows you to:

  • Enjoy a fully integrated view of your total financial picture by consolidating all your investment accounts (both here at SunTrust and elsewhere) in one place
  • Establish multiple goals and track your progress towards them so you know whenever modifications to your plan are needed
  • Model various "what if" scenarios to see how spending, investment and economic changes might affect your wealth
  • Store important financial documents (e.g., wills and trusts) safely and securely

Articles and resources that can help you on your journey.

Identity Theft and Cybersecurity

The internet has become the new frontier for outlaws. Find out what can you do to reduce the chance of identity theft and the steps to take if you think your identity has been compromised.

Read the Full Article >

What to Expect from Your Advisor

Learn how to choose a financial advisor and what to expect from the advising process.

Listen to Podcast >


1 Hearts & Wallets Inside AdviceTM

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