Summitas uses user-based pricing with volume discounts and one-time setup fees — so you know exactly what you’re paying for, and costs stay proportional as your firm grows.
Every Summitas deployment is tailored to your firm’s size, branding requirements, and the applications you enable. Pricing is built around two components: recurring user fees and one-time setup charges.
Annual per-user pricing scales with your deployment. Larger firms benefit from volume discounts that reduce the cost per user as you grow.
Covers initial platform configuration, custom branding, training, and — if applicable — client development and migration support.
Per-user costs decrease at higher tiers. We may also offer lower upfront fees to accommodate anticipated adoption rates.
A nominal fee may apply to monitor client data links and feeds used to update financial dashboards, the digital vault, or other enabled applications.
One-time charges cover everything needed to get your firm live on the platform:
Summitas is typically deployed within our highly secure multi-tenant private cloud environment.
For firms requiring dedicated infrastructure, we also offer a single-tenant private cloud provisioned exclusively for your organization.
Both deployment models are supported by Summitas’ layered security architecture, SOC 2 Type II controls, and U.S.-based hosting infrastructure.
We also support jurisdiction-specific data residency requirements for international deployments, including regional hosting and data isolation based on customer and regulatory requirements.
Larger deployments cost more in absolute terms, but the cost per user is significantly less. We work with every firm to structure pricing that reflects their size, timeline, and expected adoption.
Tell us about your firm and we’ll put together a pricing proposal tailored to your needs.
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