Summitas vs Nines
You are looking for alternatives to Summitas. Here you can compare the best wealth management systems and other family office technologies based on our annual benchmark and comparison surveys.
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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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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Employees
11-50
Revenue
–
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
Total AUM
–
Avg. AUM per client
–
- 0-10
<$50 million
- 2020
- United States of America
- New York
- United States of America
- United Kingdom
- Australia
- Canada
- Key staff also have ownership
- Owned by management
- External investors
Client
Focus
- Independent Financial Advisors/Registered Investment Advisors
Serves also
- Single family offices
- Multi-family offices
- Accountancy and law firms
Number
–
- Single-family offices
- Individual wealth owners
- Multi-family offices
-
Product
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
- CRM
- Data & data aggregation
- Household manual
- Household operations
- Asset management
- Vendor management
- Staff management
- Project management
- Mobile App
- Custom Development Service
- Enterprise-level user permission settings
- Data migration
- Onboarding
- Onsite implementation
- Real Estate
- Lifestyle Assets & Rare Collectibles
No
Technology
Type of software
SaaS
Security
–
Ecosystem
–
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)
SaaS
Microsoft
Yes
-
In the media
