SunTrust SummitView(SM) Integrates Two Financial Planning Powerhouses Into One Real-Time Planning Tool
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"It is human nature to be hesitant when making financial decisions based on the unknown," said
SunTrust SummitView gives consumers a broader, realistic view of their financial picture and shows where they stand today in relation to their financial well-being goals. Other distinctive features include a secure online vault where important documents such as wills, trusts and insurance policies can be stored, as well as a
"We are excited to work with a firm that shares our passion for helping investors attain their financial goals," said
"No two advisors are alike, nor are their clients. Each have very different needs and have come to expect a personalized experience. We joined forces with MoneyGuidePro to create a comprehensive financial planning platform that meets the unique needs of
SunTrust SummitView is available to consumers with
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