Summitas - tools and insights for wealth management

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Change the dynamics between
you and your clients

Now you can deliver a virtual office with anytime, anywhere access from all mobile and computing devices. Ensure privacy, share and protect vital information, and create a focal point for family and office communication through an array of customizable modules that lead to bottom-line savings.

Protect client information

Use a digital vault that incorporates advanced industry standard end-to-end encryption, access control (via passphrases, roles, and permissions), document versioning, rules-based event notifications, usage auditing, and nightly backups—all hosted within a federally regulated data center.

Engage your clients with
private collaboration tools

Communicate more effectively with professional staff, clients, and multi-generational family members while differentiating your firm's approach to engagement. Sign and review documents, deliver paperless statements, publish specialized content, post social network style messages with multimedia, and access shared private calendars.

Enhance your image and
online presence

The Summitas platform differentiates your organization through a cost-effective, secure portal that's integrated into your office workflow and systems. Summitas professionals help you promote your brand image and make application choices to extend your presence across the online spectrum—all typically within a few days.

How we can help

Offer security
and safety

Summitas is the award-winning reference platform for secure office-family communication. Using innovative technology demonstrates the importance you place on privacy.

Realize operational
efficiencies

Less paper means less risk. Automating document sharing and communication tasks, including electronic document reviews and signing, increases productivity and lowers support costs.

Differentiate
yourself

Offering secure and private communication, collaboration, and document management are essentials for managing wealth. Doing so transforms the client experience and sets the organization apart.