United States of America
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.