Summitas

The Award-winning Summitas Platform® brings a new level of engagement between families, family offices, and wealth advisors to organise, protect, and share everything digital.

Created by Silicon Valley veterans, Summitas Platform® provides a scalable, secure, and fault-tolerant environment for branded portals that host solution-specific apps.

We work with you to make sure your portal meets the objectives of your firm and clients.

Have a question regarding Summitas?

Contact Summitas directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.

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How it works:

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Media

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Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone
Dedicated contact
White glove support includes active reach outs to measure success, unlimited training, recommendations, and technical support.

Pricing of support

Included in the annual subscription

Onboarding

4-6 weeks for setup and training

Customisation

Summitas Platform employs table-driven abstraction methods to support a high degree of customisation without code change or multiple instances of a single app.

Bespoke development

We employ rapid development methodologies that include weekly staging, staging, quality assurance, user experience testing, and production builds.

Added services

The annual subscription includes White glove support.

Latest News from Summitas

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FAQs

FAQs about Summitas

Q
What is Summitas?
A

Summitas is a family office client portal.

Q
What does Summitas do?
A

The award-winning Summitas platform offers a secure environment for the exchange of confidential and sensitive information, documents, and ideas.

Q
How much does Summitas cost?
A

Summitas follows a user-based pricing model. The first user is charged at about $30/month, billed annually.