External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- Family offices
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
Secure client portal bringing family offices, advisors, and clients together in one interface.
Description
Summitas provides a secure, branded client portal that brings family offices, wealth advisors, and their clients together, combining document sharing, reporting, and communication in a single interface.
Integrations
Summitas has 3 integrations in our directory
Search below to find what you're looking for
- MoneyGuide Level 3
- Plaid Level 2
- Wealthbox Level 4
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
None
Public APIs
No
