One unified, branded experience for every interaction and data stream across your organization.
Summitas unifies every interaction, document, and data stream into one secure, branded experience for your clients and your team.
Deliver a premium, white-labeled digital experience that reflects your firm’s brand and strengthens client trust.
Consolidated portfolio views, performance reporting, and alternative investment tracking in a single interface.
Bank-grade encrypted document storage with in-vault editing, granular permissions, and audit trails for every file interaction.
Streamline operations with built-in electronic signatures, task management, and automated workflow tools.
Desktop, tablet, and mobile — your clients access a unified experience anywhere, anytime.
SOC 2 Type II certified, 256-bit AES encryption, and multi-factor authentication. Your clients’ data is protected by the same standards used in institutional banking.
20+ native integrations with Addepar, Orion, DocuSign, Salesforce, and more. Your existing tech stack works together, not against you.
One login. One interface. Clients see their portfolios, documents, reports, and communications in a single branded destination — not scattered across tools.
From a single-family office to an enterprise wealth management firm. Our platform grows with you — configurable modules, custom workflows, and white-label branding at every tier.
Summitas has received top honors each year since 2012 from industry peers at firms such as Family Wealth Report, Private Asset Management, and Wealth Tech Americas.
Practical guidance for firms evaluating technology, strengthening security, and delivering a premium client experience.
Join the growing number of family offices and wealth management firms that trust Summitas to power their client engagement.
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