Summitas Wins Private Asset Management’s 2020 “Best Document/Content Management Service Or Tool” Award

Innovative client portals provide a unique set of tools for secure collaboration

Summitas, an innovative platform for secure, online client portals for family offices, wealth advisors, and other client-facing businesses has been named “Best Document/Content Management Service or Tool” by Private Asset Management magazine (PAM) at the 2020 PAM Awards.

As the leading industry publication, PAM hosts the prestigious award ceremony to recognize the top advisors and service providers in wealth and private asset management, distinguishing those with particular merit and commitment to excellence and innovation. Selected by a panel of expert judges, nominees are put through an extensive review process.

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“Our digital wealth management portals support document revisions, e-signature, secure sharing, history, audit, rolls, and permissions,” 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 to have PAM and their panel of experts honor us this year.”

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In 2019, Summitas won PAM’s “Best Client Service” award and was also named “Best Client Communications” byFamily Wealth Report.

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.

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