Family Members
Ensure your family’s financial data is futureproof.
Ensure your family’s financial data is futureproof.
Ensure your family’s financial data is futureproof.
SumIt goes beyond accounting and allows you to track information related to your entities, why they were set up, and who the owners are, so you can rest assured that no information will fall through the cracks.
SumIt goes beyond accounting and allows you to track information related to your entities, why they were set up, and who the owners are, so you can rest assured that no information will fall through the cracks.
SumIt goes beyond accounting and allows you to track information related to your entities, why they were set up, and who the owners are, so you can rest assured that no information will fall through the cracks.
The SumIt Difference
Optimize key workflows with SumIt.
Optimize key workflows with SumIt.
Optimize key workflows with SumIt.
Understand your situation at a click.
Visualize the key information for each entity your family owns and have access to one source of truth for all these entities.
Ask questions and get answers fast.
How much did we spend on legal fees? What is the current income for our real estate properties? Get these answers quickly with SumIt’s multi entity environment.
Ensure your staff uses cutting-edge tech.
Make the lives of your staff easier — and delight them — with an easy-to-use platform that will make their work, and yours, much easier to deal with.
Your entities at a glance.
Your entities at a glance.
Your entities at a glance.
SumIt simplifies the management of your accounting and that starts with visualizing your entities. What types of entities are they? Who owns them? What is their ownership percentage? All these questions can be easily answered with just one view.
SumIt simplifies the management of your accounting and that starts with visualizing your entities. What types of entities are they? Who owns them? What is their ownership percentage? All these questions can be easily answered with just one view.
SumIt simplifies the management of your accounting and that starts with visualizing your entities. What types of entities are they? Who owns them? What is their ownership percentage? All these questions can be easily answered with just one view.
Reporting that makes sense to you.
Reporting that makes sense to you.
Reporting that makes sense to you.
Run statements that make sense to you. Looking for a simple cash-in/cash-out statement across the multiple entities you own? That’s what SumIt specializes in. We even take it one step further and have a dedicated cash budget for you to follow.
Run statements that make sense to you. Looking for a simple cash-in/cash-out statement across the multiple entities you own? That’s what SumIt specializes in. We even take it one step further and have a dedicated cash budget for you to follow.
Run statements that make sense to you. Looking for a simple cash-in/cash-out statement across the multiple entities you own? That’s what SumIt specializes in. We even take it one step further and have a dedicated cash budget for you to follow.
Show what you want to show.
Show what you want to show.
Show what you want to show.
This is the cornerstone we've built SumIt on. Only give access to certain entities to specific members and ensure that each family member is protected and their information remains confidential.
This is the cornerstone we've built SumIt on. Only give access to certain entities to specific members and ensure that each family member is protected and their information remains confidential.
This is the cornerstone we've built SumIt on. Only give access to certain entities to specific members and ensure that each family member is protected and their information remains confidential.
Customer Testimonial
“With the Great Wealth Transfer underway, the need for modern, scalable, and NexGen-friendly accounting and reporting tools has never been greater. SumIt stands out as the premier solution to meet this moment — offering clarity, control, and confidence to the next generation of wealth stewards.”
— Rick Drew, CPA and CFA at LeeFin (MFO)
Customer Testimonial
“With the Great Wealth Transfer underway, the need for modern, scalable, and NexGen-friendly accounting and reporting tools has never been greater. SumIt stands out as the premier solution to meet this moment — offering clarity, control, and confidence to the next generation of wealth stewards.”
— Rick Drew, CPA and CFA at LeeFin (MFO)
Customer Testimonial
“With the Great Wealth Transfer underway, the need for modern, scalable, and NexGen-friendly accounting and reporting tools has never been greater. SumIt stands out as the premier solution to meet this moment — offering clarity, control, and confidence to the next generation of wealth stewards.”
— Rick Drew, CPA and CFA at LeeFin (MFO)
Get In Touch
Talk with Team SumIt
Talk with Team SumIt
We enjoy talking with family offices. Experiencing the SumIt platform is easy. Start by completing the form below.