Summitas
Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.
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About 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.
More Details
| Attribute | Details |
|---|---|
| Categories | Client Portal, Engagement Platform, Technology provider |
| Features | Ability to Whitelabel, Mobile App, Other Services |
| Target Segments | Independent financial or investment advisor, Multi-family office, Single-family office |
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