Webinar Replay: Tech Demos of Summitas and Trusted Family - An Executive Council Member Exclusive
Summitas
Speaker: Bill Wyman, CEO
Summitas Platform® is an award-winning Web-accessible system used by family offices to securely exchange confidential information, store sensitive documents, and share ideas.
Summitas is a SaaS B2B software company that creates a secure enclave for private communication and digital assets of all kinds. Summitas Platform® is our multi-tenant system that supports client-branded portals within which a growing list of “apps” can be activated at any time (e.g. Activity Wall, Articles, Ask the Advisor, Blogs, Calendar, Digital Vault, eSignature, Family Trees, Client News, Forums, Grants, Photo and Video Albums, Private Messages, Resource Directory, Surveys, Ticket Hub, YourSafe). Summitas succeeds through its attention to security and privacy, point and click simplicity, tailored solutions based on software-defined architecture (not bespoke programming), listening to client needs, and exceeding price-value expectations.
Trusted Family
Speaker: Elvira Orza, Head of the Americas
Built by families, for families, Trusted Family provides the leading governance platform for family offices, family businesses and boards.
How do you store and deliver sensitive information? How do you reach out to members that don’t live near you? How can you keep everyone up to date with the information they need?
This presentation touches on how secure technology solutions can help your family, shareholders and board members to easily manage meetings, workflows, communication and sensitive information, all in one secure online environment.