Summitas Awarded Family Wealth Report's 2021 "Best Innovative Client Solution"

Wealth management platform provides secure, user-friendly client portals

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May 11, 2021, 08:30 ET

NEW YORK, May 11, 2021 /PRNewswire/ -- Summitas, an innovative platform of secure, online client portals for family ofﬁces, wealth advisors, and other client-facing businesses, is pleased to accept Family Wealth Report's 2021 award for "Best Innovative Client Solution."

Family Wealth Report (FWR) delivers unique and essential business intelligence on the world of North American family wealth straight to subscribers' inboxes every day and keeps an archive of almost 200,000 relevant articles. FWR hosts the prestigious award ceremony to recognize the year's best service providers and advisors in the wealth industry. Award winners are selected by an independent panel of experts.

"Optimizing workflow and providing clients with secured reports, statements, graphical financial information, and advisor content increases engagement and retention," said Dan Gregerson, Summitas Executive Chairman. "Summitas secure branded portals extend online identity and control access to sensitive information through a modern, responsive client experience. We're delighted that Family Wealth Report, and their panel of experts and peers, honored us with this award."

FWR also recognized Summitas with the 2021 "Best Client Communication" and "Best Cyber Security Solution" awards.

More than ever, professionals and families need timely access to information from many sources. Summitas Platform^® features a scalable, secure, and fault-tolerant environment for branded client portals that host any of over 25 solution-specific apps. Summitas addresses the exponential growth of specialized systems and granular services by providing a single pane of glass through which clients and professionals manage their data.

About Summitas

Summitas was founded in 2007 by entrepreneurs with extensive experience in serving ultra-high net worth clients and developing mission-critical software. Their vision was to leverage technology to provide an exclusive set of services for the wealth industry's 21st century needs. Expertise brought to the creation of Summitas included wealth management, family office stewardship and management, online financial services, information technology, distributed computing, and cybersecurity.

Howard Milstein (New York Private Bank & Trust, Nicklaus Companies, Golf Magazine) cofounded Summitas with Stephen Martiros (CCC Alliance, Martiros Strategies) and Dan Gregerson (Intelligent Technologies, PeerLogic). Dan is Executive Chairman overseeing operations and strategy. Bill Wyman (BNY Mellon, Rockefeller, Deutsche Bank, J.P. Morgan) joined in 2010 and is President, Family Office Services.

Today, Summitas is an award-winning platform for client-facing businesses that exchange confidential information, store sensitive documents, and share ideas — securely and privately — all from one place.

Media Contact:

Summitas, LLC
(415) 215-8945
Lori Barnett, [email protected]

SOURCE Summitas