Summitas
Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.
Summitas Platform® gathers information from clients, administrators, advisors, portfolio managers, risk analyzers, CRMs, file systems, and anywhere else to provide a single point of presence for all things digital. Client engagement and retention improve when everything is in one place, and users are confident they are protected by unsurpassed security and privacy. IT and operations managers benefit from increased freedom to decouple back-end systems and third-party software from the client experience.
What sets Summitas apart?
"Modern computing poses unique risks for people of wealth. Their financial data, calendars, contacts, agreements, communication, and whereabouts are prized by sophisticated cybercriminals. Guarding thi"
Joelle Forster
Product
Get an overview of what this software does.
Main tasks
Summitas gathers statements, summary portfolio information, legal documents, customer relationship data, contacts, events, and other forms of structured and unstructured data that clients and operations managers need to function effectively. Summitas provides many ways of communicating and collaborating in private groups, including video conferencing from within a private, secure, branded portal.
Top features
- Digital vault with three encryption options, viewing, and editing vault files, vault-based e-signature using DocuSign with revision controls.
- Secure sharing of vault files.
- Fine-grained permissions, including visibility, multifactor authentication, and user roles.
- Private messaging and secure email, personal and group contacts, and calendars.
- Collaboration and group communication.
Assets supported
Customer determined.
Compliances
- GDPR
- SOC 2 Type 2
White label
Yes
Type of software
SaaS
Integrations
We will accelerate our roadmap and consider customer-specified apps if they have broad market appeal. In those cases, we typically do not charge the entire development costs and always retain intellectual property.
Mobile app
Yes ( iOS – iPhones, iPads, and Apple Mx silicon computers)
Cost structure
User-based pricing accommodates infrequent users, small average account sizes, and on boarding ramps.
Average cost p.a.
The first user is about $30 per month, billed annually.
Accuracy
Rigorous testing, cryptographic algorithms including end-to-end encryption, and digital fingerprint on input and output ensure data integrity.
Custodians
Customer determined.
Time to new custodian
Engineering time is less than a week on Summitas side.
Category
Portfolio Management
Country
United States of America
Company Representative
Joelle Forster
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
11-50
Founded
2007
Ownership
- Owned by management
- Key staff also have ownership
- External investors
Incorporated
United States of America
Locations
- New York City
- Charlotte
Top markets
- United Kingdom
- Germany
- Canada
- Mexico
- United States of America
Focus
- Independent Financial Advisors/Registered Investment Advisors
Serves also
- Single family offices
- Multi-family offices
- Accountancy and law firms
Number
–
What Summita's clients say
"The personal care and attention to service? There is nothing more we could have asked for!"
President, Family Office
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.
Wondering how Summitas compares to other companies?
We also reviewed some other Portfolio Management Providers
Q
What is Summitas?
A
Summitas is a portfolio management solution.
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.
In the media
