NEW YORK, July 8, 2016 /PRNewswire/ -- Summitas, an innovative wealth management portal and virtual family office for high net-worth families, individuals, and advisors, is pleased to announce that it has been named 2016's "Best Wealth Management Portal – USA" by Wealth and Finance International.
Wealth and Finance International, a leading wealth-management publication based in the United Kingdom, recognizes 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 chosen and put through a rigorous research process.
Summitas provides a branded portal designed for wealth advisory firms and family offices and improves the dynamics between advisors and their clients. Summitas is a secure, easy-to-use, and cost-effective platform, incorporating a digital vault for document protection, powerful workflow tools, collaboration solutions, and secure email. A new electronic signature capability, eSignature, is the most efficient and secure way to get documents approved. The technology, infrastructure, and controls behind Summitas deliver a secure communication environment for institutions, advisors and clients.
"Summitas is focused on innovation and adapting the solution to best accommodate our clientele," said Summitas CEO Bill Wyman. "The vast suite of features guarantees an extremely high level of security and efficiency. Our top priorities are to protect individuals in the high net-worth market and bring transparency and ease of access to information for our clients."
In February 2016, Summitas also won the "Best High-Net-Worth Security Solution" award presented by Private Asset Management (PAM) magazine. And in 2012, Summitas was named "Best Risk Management Service Provider'' at the First Annual Family Office Review Awards North America.
Founded in 2008 to serve family offices and advisors, Summitas, LLC (www.summitas.com) is the reference platform for secure and private office-family communication. Summitas provides secure document management, private information sharing, and communication tools that build stronger family connections. The platform is accessible online and through mobile devices and offers multi-factor authentication, end-to-end encryption, secure email, digital vaults, and secured calendars, contact directories, content publishing, and other tools.
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