A dedicated team.

Your customer success manager is your voice and vote, and advocates on your behalf to ensure you achieve your business objectives.

You’ll meet us before you join so we can understand your use cases and answer questions. We encourage you to measure our performance throughout your time with us.
Streamlined operations,
improved client retention.
FIRM BENEFITS
CLIENT BENEFITS
A branded portal differentiates and extends your online identity and imparts your vision and capabilities.
Your digital world is at your fingertips.
Controlled access to a digital vault protects and organizes all your documents, revisions, and signoffs.
Peace of mind is knowing your most confidential information is safe from criminals and prying eyes.
Apps streamline processes from statement delivery and advisories, to private messaging and archiving.
Post, share, and collaborate in engaging ways.
Communication is more transparent when everything you share remains private and secure.
Generations come together with a timeline wall, family trees, photo and video albums, and much more.
FIRM BENEFITS
A branded portal differentiates and extends your online identity and imparts your vision and capabilities.
Controlled access to a digital vault protects and organizes all your documents, revisions, and signoffs.
Apps streamline processes from statement delivery and advisories, to private messaging and archiving.
Communication is more transparent when everything you share remains private and secure.
CLIENT BENEFITS
Your digital world is at your fingertips.
Peace of mind is knowing your most confidential information is safe from criminals and prying eyes.
Post, share, and collaborate in engaging ways.
Generations come together with a timeline wall, family trees, photo and video albums, and much more.
An orderly process.
You’ll be up and running in days or weeks, not months.
WEEK -3
WEEK -2
WEEK -1
WEEK 0
WEEK 1
WEEK 2
WEEK 3
WEEK 4
Meet Your Team
Choose Summitas
Setup and Branding
Training, Onboarding
Ongoing Support
What customers are saying.

“The personal care and attention to service? There is nothing more we could have asked for!”

President

East Coast Family Office

“The features and security of Summitas are a game-changer for us.”

Chief Operating Officer

Silicon Valley Wealth Management Firm

“We are so pleased to hear Summitas is growing fast. We want you here for a long time!”

President

Midwest Wealth Management Firm

“Kudos to Summitas for meeting the challenge of delivering what was promised during the sales process. We are impressed.”

Chief Operating Officer

West Coast Wealth Management Firm

“So easy to access the family information I need. And it’s secure!”

Family member

7th generation family client

“With Summitas eSignature we save around $10,000 a year in overnight mail fees.”

President

Midwest Family Office

“We reviewed Summitas security. We found no faults.”

Head of Technology

East Coast Wealth Management Firm

“Our statement review and mailing process used to take weeks! We finish it now in less than a day.”

Chief Operating Officer

Texas-based Multi-family Office

“There is no way we could do what we need to do were it not for Summitas.”

President

East Coast Family Office