Summitas Wins Private Asset Management’s 2022 “Best Technology Platform for Family Offices” Award

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Modern consumer portals present a one point of entry for safe collaboration.

NEW YORK, April 5, 2022 /PRNewswire/ — Summitas, an ground breaking platform for protected, on the web client portals for loved ones ofﬁces, wealth advisors, and other customer-facing organizations, has been named “Best Technologies System for Relatives Places of work” by Personal Asset Management journal (PAM) at the 2022 PAM Awards.

As the major market publication, PAM hosts the prestigious award ceremony to acknowledge the major advisors and service vendors in wealth and personal asset management, distinguishing all those with particular advantage and determination to excellence and innovation. Selected by a panel of professional judges, nominees undergo an in depth review method.

“Summitas will increase engagement and retention by supplying a singular on the internet existence for organizing, safeguarding, and sharing monetary, authorized, and collaborative info,” said Dan Gregerson, Summitas Govt Chairman. “Summitas delivers branded portals that prolong on the web id by means of managed obtain to sensitive substance with stage-and-click on simplicity. We’re delighted to have PAM and their panel of specialists figure out us all over again this calendar year.”

Industry experts and households want well timed access to details from quite a few sources. Summitas System^® functions a scalable, protected, and fault-tolerant engagement system that hosts any of over 25 answer-distinct applications. It was designed as a vendor-neutral answer to tackle the exponential progress of specialized systems and granular providers, escalating operational complexity in the Wealth Field.

About Summitas

Summitas was launched in 2007 by a main American spouse and children, Silicon Valley software business owners, and Wealth Industry veterans. Nowadays, we serve quite a few of the most significant and finest-recognised family members offices, multi-relatives offices, RIAs, and law firms.

With workplaces in New York Town and Charlotte, we have won awards in each group expected to improve engagement for customer-going through corporations. Our heart of gravity is safety. Our mission is to offer exceptional company and measurable worth.

Be sure to get in contact with us if you will need to organize, guard, and share information—all from 1 spot.