Digital Vault
Rely on encryption, cryptographic hashes, obfuscation, and other safeguards in Summitas Digital Vault™ to protect data privacy and integrity. Document revisions, history, audit, metadata search, roles and permissions, and secure sharing simplify workflows and ensure peace of mind.
eSignature
Boost productivity, reduce costs, and enhance user experience by reviewing and signing agreements in real time, right from your vault. Summitas partners with DocuSign® to deliver best-in-class service.
Secure Sharing
Enhance communication security. Summitas lets you share confidential information outside the portal with the people you choose at the times you specify.
Financial Dashboard
Deliver a holistic summary of client assets through a single sign-on, secure FTP, and API connectors gathering data in the background.
Calendar
Create color-coded events that only you or selected “virtual office” members can see. Add rich content to make events come alive. Sync inbound, outbound, or bi-directionally with your Google, Outlook, Apple, and other calendars.
Contacts
Offer a shared contact directory that also shows family relationships, photos, and richer details than consumer contact apps. Users can restrict access to personal contacts.
Content Publishing
Read posted articles with a page-turning viewer. Forums provide threaded venues for discussion and collaboration. Blogs let you share insights and elicit comments.
Activity Wall
Create private social networking for members to post thoughts, photos, videos, and links. The “Wall” is a family favorite but can also be used by firms to exchange ideas and recent news.
Family Trees
Accommodate the modern family with support for multi-marriage, multi-ancestry, individual photos and descriptions, and full pan-and-zoom graphing.
Private Messaging
Ensure privacy and security with always-encrypted intrasite messaging — for one or more recipients, including everyone in the portal or a particular office.
Photo and Video Albums
Securely store photo and video albums with optional sharing, full backup, and support for titles and commentary.
Grant Processing
Facilitate the collection, review, and processing of 501 (c) grants and other awards. Applicants fill in fully customizable forms and upload files attached to their applications. The system tracks and notifies progress.
Summitas Mobile Access
Designed specifically for Summitas Digital Vault™, enjoy access to your most sensitive information from your iOS
mobile devices with custom features, such as offline access and integration with Apple Touch ID®, Face ID®, Photos,
Files, and other iOS services.
Enhanced Email Encryption
Summitas Secure Email™ (SSE) adds security to your current email system and protects you from evolving cyberthreats,
from malware to impostor email and business email compromise. Summitas, in partnership with Proofpoint®, ensures your email
continues to flow even when your server fails.