A client engagement platform that integrates your existing tech stack, deepens every relationship, and gives your clients the premium digital experience they expect.
Wealth management clients increasingly expect the kind of seamless, personalized digital experience they get from every other service provider. But most firms are stuck with a fragmented tech stack — a CRM that doesn’t talk to the reporting tool, a document vault that requires a separate login, and client communication happening over unsecured email.
The result: your team spends more time navigating tools than building relationships, and your clients see a disjointed experience that doesn’t reflect the quality of your advice.
20+ native integrations with Addepar, Orion, Salesforce, DocuSign, and more. Your tools finally work together.
A white-labeled digital experience that carries your firm’s brand. Clients see one polished destination for everything — not a patchwork of vendor UIs.
Reduce the use of email with encrypted, auditable messaging. Share sensitive documents, discuss portfolio changes, and coordinate with clients — all within the platform.
Built-in electronic signatures and workflow automation. Account openings, document approvals, and recurring tasks flow smoothly without third-party tools.
“Most vendors disappear after onboarding. Our Summitas CSM still meets with us monthly and proactively suggests improvements. They feel more like an extension of our team than a software provider.”
— Head of Operations, Globally Recognized Wealth Management Firm
Statement Delivery
Investment Tracking
In a market where investment performance is increasingly commoditized, the client experience is the differentiator. Summitas gives your firm the technology to compete with wirehouses and national brands — while maintaining the personal touch that defines independent wealth management.
Schedule a demo to see how your firm can deliver a premium client experience.
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