Summitas awarded "Best Firmwide Security Solution" at the Private Asset Management Awards 2025 ceremony

The premier digital engagement platform provides best-in-class security for wealth management.

NEW YORK, Feb. 7, 2025 /PRNewswire/ -- Summitas, the innovative client engagement platform for family offices, wealth advisors, and other client-facing businesses, won "Best Firmwide Security Solution" and received a "Highly Commendable" distinction for "Best Technology Platform for Family Offices" at the 2025 Private Asset Management (PAM) Awards ceremony.

"Strong security, privacy, and data integrity are designed into software, not bolted on afterward."

Now in its 21st year, Private Asset Management, a leading publication in the wealth management industry, hosts the prestigious award ceremony to recognize the most innovative and exceptional investment professionals, wealth advisors, legal firms, consultants, and other key service providers serving the private wealth management community. The judging process involves a panel of independent experts from family offices, private banks, trusted advisers, consultants, and other service providers, each with in-depth knowledge and broad expertise.

"Strong security, privacy, and data integrity are designed into software, not bolted on afterward," said Summitas Chairman and CEO Dan Gregerson. "Summitas delivers branded portals that control access to sensitive information using roles and permissions, layered security, and standard cryptographic algorithms while maintaining a user point-and-click simple experience. We are honored to receive this award and to be recognized by PAM and its panel of esteemed experts and peers."

Summitas provides a centralized client operating platform that gathers data from multiple sources, including user-generated content, to simplify operations, increase communication, and organize, protect, and share information—all from one place. From the Digital Vault to collaboration tools, private communication, integration of financial information, task management, and streamlined workflows, a branded Summitas portal provides measurable value to family offices, wealth advisors, and other client-facing businesses.

About Summitas
Established in 2007 by seasoned entrepreneurs with a deep understanding of ultra-high net worth clientele and mission-critical software development, Summitas was born out of a vision to harness technology to cater to the evolving needs of the 21st-century wealth industry.

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SOURCE Summitas