Summit Features List

Summit Reviews


Benefits account administration and financial processes

5.0/5 (3 reviews)

Summit Feature Summary

  • Administration for employer benefits
  • CDH accounts
  • Broker access
  • Consolidation and integration
  • White label branding
  • Account administration integration
  • Streamlined financial processes
  • Debit cards and electronic payments
  • Custodial banking and investment services
  • End-to-end card processor
  • Popular plan designs
  • Contribution schedules
  • Reimbursement schedules
  • Customizable templates
  • Comprehensive search
  • Reporting
  • Business rules
  • Customization
  • Secure, online broker access
  • Control access rights
  • Data segregation
  • Report creation
  • Custom login page
  • Custom web URL address
  • Admin system and participant portal

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Mobile apps

iOS App

0 reviews

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Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App

0 reviews

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Summit Feature Reviews

1 reviewers had the following to say about Summit's features:

Ryan Carrus

Awesome Company!


Fantastic service, innovative products.

Rating breakdown

Ease of use
Customer support
Source: Capterra
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