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.
Preserve and safeguard essential documents in a digital vault you can access securely anytime, anywhere.
Engage and collaborate with family members in a secure workspace that only the people you choose can enter. You can even encrypt your messages when you sign up for our secure email service.
We find leading authorities for current, specialized, unbiased information to further your investment, lifestyle, and philanthropic goals.
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.
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.
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.
Summitas is the award-winning reference platform for secure office-family communication. Using innovative technology demonstrates the importance you place on privacy.
Less paper means less risk. Automating document sharing and communication tasks, including electronic document reviews and signing, increases productivity and lowers support costs.
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.
Store copies of passports, credit cards, insurance documents, medical records, wills, emergency contacts, and other vital information encrypted in a digital vault only you can access.
Share family documents, maintain a group calendar, exchange messages, and participate in group discussions, all within the privacy of your own workspace.
Summitas provides timely, well-organized, unbiased investment, lifestyle, and philanthropic content. Tap the wisdom and experience of other Summitas members.
Summitas Wins Family Wealth Report's 2019
'Best Client Communications' Award
Summitas Wins 2019 'Best Technology Platform-Client Service' PAM Award
Summitas Wins Private Asset Management's 2017
'Best Cyber Security Solution' Award
Summitas Wins Wealth & Finance International's 2016
'Best Wealth Management Portal - USA' award
Summitas Wins 2016
'Best High-Net-Worth Security Solution' PAM Award
Why Tech Solutions Aren't Just About IPOs and Billion-Dollar Valuations
Summitas Forms Strategic Partnership with Concierge Greenwich
Trusts & Estates magazine, 'Evaluation of Summitas'
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