Summitas provides a scalable, secure, fault-tolerant environment for branded client portals. One platform that unifies every interaction, document, and data stream your clients need.
Summitas offers over 30 apps, each designed for the specific workflows of family offices and wealth management firms.
Encrypted document storage with granular permissions, version control, and full audit trails. Share sensitive files securely.
Consolidated performance dashboards pulling from custodians, portfolio managers, and accounting systems in real time.
Always-encrypted intrasite messaging for one or more recipients — including everyone in the portal or a specific group.
Shared scheduling with integration to Google and Microsoft calendars. Coordinate across family members and advisors.
Native DocuSign integration for executing agreements, subscription documents, and authorizations directly in the portal.
Task management and project tracking for coordinating complex initiatives across your team and external advisors.
“Client engagement and retention improve when everything is in one place. That’s exactly what Summitas delivers.”
— Managing Director, Multi-Family Office
Security and trust are foundational to everything we build. We use industry-standard safeguards to protect data in transit and at rest, enforce role-based access controls, and continuously monitor our systems to detect and respond to threats.
Independently audited since 2021. Controls tested over sustained periods — not just a point-in-time snapshot.
All data encrypted at rest with the same standard used by banks and government agencies.
Every data stream between your browser and our servers is encrypted. No exceptions.
Granular permissions ensure each user sees only what they’re authorized to see — down to the document level.
For our full security posture, see SOC 2 Compliance and Security Overview.
Our connector abstractions allow us to build new data flows with leading apps in record time.
No middleware, no manual syncing — your tools work together inside one portal.
Schedule a walkthrough to see how Summitas can unify your firm’s client experience.
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