Summitas is a secure, white‑labeled client engagement and wealth‑management portal used by family offices, multi‑family offices, RIAs, and wealth managers. It unifies client communication, reporting, documents, workflows, and financial dashboards into one branded digital experience
Core product
A consolidated client‑portal platform offering branded digital experiences, financial dashboards, alternative investment tracking, secure document vaults, encrypted messaging, eSignature, workflow automation, and 20+ native integrations with leading wealth‑tech systems
Use cases
Delivering a unified, branded client portal for all documents, reports, and communications Consolidated portfolio views and alternative investment tracking Secure document storage with granular permissions and audit trails Encrypted client messaging to replace email for sensitive communication eSignature workflows for account openings, approvals, and recurring tasks Multi‑entity reporting for family offices (trusts, foundations, entities) Compliance‑grade audit trails for RIAs and wealth managers
Functional categories (vendor-stated)
Integrations
Workflow stages
Portfolio focus
Public markets (via integrations with portfolio management systems) Alternative investments (tracking and reporting) Multi‑entity family office structures (trusts, LLCs, philanthropic entities)
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