Summitas Wins Family Wealth Report's 2020 "Best Client Communication" Award

Wealth management platform provides secure, user-friendly client portals

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Oct 19, 2020, 08:30 ET

NEW YORK, Oct. 19, 2020 /PRNewswire/ -- Summitas is pleased to accept Family Wealth Report's 2020 award for "Best Client Communications." Summitas is an innovative platform of secure, online client portals for family ofﬁces, wealth advisors, and other client-facing businesses.

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.

"Delivering all communication through one pane of glass increases client engagement and retention," said Dan Gregerson, Summitas Executive Chairman. "Summitas delivers branded portals that extend online identity and control access to sensitive information with point-and-click simplicity. We're delighted that Family Wealth Report, and their panel of experts and peers, honored us a second time this year."

Summitas was also recognized with the 2020 "Best Cyber Security Solution" award.

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. It was created to address the exponential growth of specialized systems and granular services that are increasing operational complexity.

About Summitas

Summitas was founded in 2007 by a group of entrepreneurs with extensive experience in serving ultra-high net worth clients and developing software. It was their vision to leverage technology and provide an exclusive set of services and support for this segment'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 information security.

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). Bill Wyman (BNY Mellon, Rockefeller, Deutsche Bank, J.P. Morgan) joined as CEO in 2010.

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

Media Contact:

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

SOURCE Summitas