Ground breaking client portals offer a solitary level of access for protected collaboration.
NEW YORK, April 5, 2022 /PRNewswire/ — Summitas, an progressive platform for protected, on the net shopper portals for household ofﬁces, wealth advisors, and other customer-facing enterprises, has been named “Most effective Technological know-how Platform for Family Offices” by Private Asset Management magazine (PAM) at the 2022 PAM Awards.
As the foremost industry publication, PAM hosts the prestigious award ceremony to understand the prime advisors and provider providers in prosperity and personal asset management, distinguishing all those with certain merit and dedication to excellence and innovation. Picked by a panel of specialist judges, nominees undergo an extensive evaluate course of action.
“Summitas will increase engagement and retention by providing a singular on-line presence for arranging, defending, and sharing money, legal, and collaborative data,” claimed Dan Gregerson, Summitas Executive Chairman. “Summitas delivers branded portals that prolong on line identification by way of controlled access to delicate product with level-and-click simplicity. We are delighted to have PAM and their panel of professionals realize us all over again this year.”
Gurus and households have to have timely access to information from a lot of resources. Summitas System® functions a scalable, secure, and fault-tolerant engagement platform that hosts any of more than 25 resolution-certain apps. It was made as a vendor-neutral alternative to deal with the exponential growth of specialized techniques and granular companies, rising operational complexity in the Wealth Field.
Summitas was established in 2007 by a leading American relatives, Silicon Valley software business people, and Prosperity Business veterans. Today, we serve many of the greatest and best-acknowledged loved ones workplaces, multi-spouse and children places of work, RIAs, and law corporations.
With places of work in New York City and Charlotte, we have gained awards in every single class expected to maximize engagement for consumer-going through corporations. Our centre of gravity is protection. Our mission is to provide extraordinary provider and measurable worth.
Make sure you get in touch with us if you will need to manage, guard, and share information—all from one particular spot.
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