Nines vs Summitas
You are looking for alternatives to Nines. Here you can compare the best wealth management systems and other family office technologies based on our annual benchmark and comparison surveys.
Nines
Category
Property managers
Nines is a modern platform for streamlining household management – making it easy to manage properties, assets, staff, vendors, and more. Built with security first, this intuitive platform makes it easy for families and family offices alike to save time and get instant access to key information.
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Summitas
Category
Portfolio Management
Headquartered in New York, 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 industry-leading security and privacy. Technology strategy is simplified when IT and operations managers have the freedom to decouple back-end systems and third-party software from the digital client experience.
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Employees
- 0-10
Revenue
<$50 million
Founded
- 2020
Incorporated
- United States of America
Locations
- New York
Top markets
- United States of America
- United Kingdom
- Australia
- Canada
Ownership
- Key staff also have ownership
- Owned by management
- External investors
11-50
–
2007
- Owned by management
- Key staff also have ownership
- External investors
United States of America
- New York City
- Charlotte
- United Kingdom
- Germany
- Canada
- Mexico
- United States of America
–
–
Client
Focus
- Single-family offices
Secondary focus
- Individual wealth owners
- Multi-family offices
-
- Independent Financial Advisors/Registered Investment Advisors
- Single family offices
- Multi-family offices
- Accountancy and law firms
–
Product
Main Tasks
- CRM
- Data & data aggregation
- Household manual
- Household operations
- Asset management
- Vendor management
- Staff management
- Project management
Top features
- Mobile App
- Custom Development Service
- Enterprise-level user permission settings
- Data migration
- Onboarding
- Onsite implementation
Assets supported
- Real Estate
- Lifestyle Assets & Rare Collectibles
Whitelabel
No
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.
- 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.
Customer determined.
- GDPR
- SOC 2 Type 2
Yes
Technology
Type Of Software
SaaS
Ecosystem
Microsoft
Mobile App
Yes
-
SaaS
–
–
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.
Yes ( iOS – iPhones, iPads, and Apple Mx silicon computers)
In the media
