Family Office Software

The Family Office Software Built for How FOs Actually Work.

Most accounting software was not designed with family offices in mind. Good news: SumIt was. It's a purpose-built general ledger for single and multi-family offices that need multi-entity management, one-click consolidation, customizable reporting, and a team that understands the wealth space

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Family Office Software

The Family Office Software Built for How FOs Actually Work.

Most accounting software was not designed with family offices in mind. Good news: SumIt was. It's a purpose-built general ledger for single and multi-family offices that need multi-entity management, one-click consolidation, customizable reporting, and a team that understands the wealth space

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Family Office Software

The Family Office Software Built for How FOs Actually Work.

Most accounting software was not designed with family offices in mind. Good news: SumIt was. It's a purpose-built general ledger for single and multi-family offices that need multi-entity management, one-click consolidation, customizable reporting, and a team that understands the wealth space

  • Brand-Logo-01
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Built for Family Offices

Built for Family Offices

Why Family Offices Need Different Software

Generic accounting software just wasn't built for your entity structure

Family offices operate fundamentally differently from ordinary businesses. You're managing dozens — sometimes hundreds — of entities across trusts, LLCs, partnerships, and holding companies, all under one family umbrella. You need consolidated reporting across all of them in minutes, not weeks.

Most family offices start with QuickBooks. They work fine, until they don't. The moment you're managing more than a handful of entities, generic tools become a burden.

SumIt is family office software designed from the ground up for this reality. Every feature — from the entity map to one-click consolidation — was built in direct partnership with 30+ family office CFOs, controllers, principals, analysts, and more who lived through the pain of adapting the wrong tools.

Winner of the 12th Annual Family Wealth Report Awards for Fintech

Built for Family Offices

Built for Family Offices

Why Family Offices Need Different Software

Generic accounting software just wasn't built for your entity structure

Family offices operate fundamentally differently from ordinary businesses. You're managing dozens — sometimes hundreds — of entities across trusts, LLCs, partnerships, and holding companies, all under one family umbrella. You need consolidated reporting across all of them in minutes, not weeks.

Most family offices start with QuickBooks. They work fine, until they don't. The moment you're managing more than a handful of entities, generic tools become a burden.

SumIt is family office software designed from the ground up for this reality. Every feature — from the entity map to one-click consolidation — was built in direct partnership with 30+ family office CFOs, controllers, principals, analysts, and more who lived through the pain of adapting the wrong tools.

Winner of the 12th Annual Family Wealth Report Awards for Fintech

Built for Family Offices

Built for Family Offices

Why Family Offices Need Different Software

Generic accounting software just wasn't built for your entity structure

Family offices operate fundamentally differently from ordinary businesses. You're managing dozens — sometimes hundreds — of entities across trusts, LLCs, partnerships, and holding companies, all under one family umbrella. You need consolidated reporting across all of them in minutes, not weeks.

Most family offices start with QuickBooks. They work fine, until they don't. The moment you're managing more than a handful of entities, generic tools become a burden.

SumIt is family office software designed from the ground up for this reality. Every feature — from the entity map to one-click consolidation — was built in direct partnership with 30+ family office CFOs, controllers, principals, analysts, and more who lived through the pain of adapting the wrong tools.

Winner of the 12th Annual Family Wealth Report Awards for Fintech

Family Offices — Simplified

One Login. Every Entity. Total Clarity.

Easy-to-use interface - with all entities in one place to do your books and create consolidated reports in a few clicks.

Easy-to-use interface with all entities in one place to do your books and create consolidated reports, all in a few clicks.

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Family Clients

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Entities Managed

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See why so many family offices have chosen SumIt as their General Ledger.

Family Offices — Simplified

One Login. Every Entity. Total Clarity.

Easy-to-use interface - with all entities in one place to do your books and create consolidated reports in a few clicks.

0

+

Family Clients

0

+

Entities Managed

$

0

B+

AuM Managed

See why so many family offices have chosen SumIt as their General Ledger.

Family Offices — Simplified

One Login. Every Entity. Total Clarity.

Easy-to-use interface - with all entities in one place to do your books and create consolidated reports in a few clicks.

0

+

Family Clients

0

+

Entities Managed

$

0

B+

AuM Managed

See why so many family offices have chosen SumIt as their General Ledger.

Our Products

Powerful Solutions For Any Size Family Office.

Single Family Office

Whether it’s 5 or 150 entities, SumIt streamlines accounting workflows from reconciliation to eliminations, freeing up your time to focus on more value added activities.

Multi Family Office

Whether it’s 2 families or 20 families, SumIt allows you to centralize your clients in one platform, so switching from one client to another is a breeze. See how multi family offices have scaled up their operations with SumIt.

Our Products

Powerful Solutions For Any Size Family Office.

Single Family Office

Whether it’s 5 or 150 entities, SumIt streamlines accounting workflows from reconciliation to eliminations, freeing up your time to focus on more value added activities.

Multi Family Office

Whether it’s 2 families or 20 families, SumIt allows you to centralize your clients in one platform, so switching from one client to another is a breeze. See how multi family offices have scaled up their operations with SumIt.

Our Products

Powerful Solutions For Any Size Family Office.

Single Family Office

Whether it’s 5 or 150 entities, SumIt streamlines accounting workflows from reconciliation to eliminations, freeing up your time to focus on more value added activities.

Multi Family Office

Whether it’s 2 families or 20 families, SumIt allows you to centralize your clients in one platform, so switching from one client to another is a breeze. See how multi family offices have scaled up their operations with SumIt.

The Buyer's Perspective

We've struggled with family office software. That's why SumIt exists.

SumIt was founded because reliable, purpose-built family office software did not exist — but it was needed. Here's what our software includes, and what our clients wish they had access to before they found us.

SumIt was founded because reliable, purpose-built family office software did not exist — but it was needed. Here's what our software includes, and what our clients wish they had access to before they found us.

SumIt was founded because reliable, purpose-built family office software did not exist — but it was needed. Here's what our software includes, and what our clients wish they had access to before they found us.

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Here's Why We're Different

A team that treats your problems as theirs

Family office accounting is complex and nuanced, and our team deeply understands that. SumIt clients consistently point to the support team as a key differentiator.

Family-office-specific chart of accounts

SumIt arrives pre-configured for the way family offices actually operate — with a chart of accounts, workflows, and an entity map built around your ownership structures.

Multi-entity consolidation, not just multi-company

SumIt's one-click consolidation engine handles multi-layer entity structures with automatic eliminations.

Implementation support that knows your world

SumIt's implementation team has direct family office accounting experience. Most offices go live in 8–12 weeks, with a fast-track option as early as 6 weeks.

Testimonials

What Our Clients Are Saying

Our clients’ problems are our problems. We roll up our sleeves to help and solve them. 

"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"

a man wearing glasses and a black shirt

Paul Weller

CFO, Temerity Capital Partners

"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"

a woman standing in front of a sculpture

Phil Boscarino

Director of Family Office Services at Mariner Ultra

“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”

woman in red cardigan smiling

Sophia Franco

CFO At Point North Capital

“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”

woman in red cardigan smiling

Latesia Smoot

CFO at Bulletproof Capital

“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”

woman in red cardigan smiling

Rick Drew

CPA, CFA, Senior Family Office Strategist at LeeFin

“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”

woman in red cardigan smiling

Christophe Poline

CFO at TRM Ventures

"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"

a man wearing glasses and a black shirt

Paul Weller

CFO, Temerity Capital Partners

"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"

a woman standing in front of a sculpture

Phil Boscarino

Director of Family Office Services at Mariner Ultra

“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”

woman in red cardigan smiling

Sophia Franco

CFO At Point North Capital

“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”

woman in red cardigan smiling

Latesia Smoot

CFO at Bulletproof Capital

“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”

woman in red cardigan smiling

Rick Drew

CPA, CFA, Senior Family Office Strategist at LeeFin

“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”

woman in red cardigan smiling

Christophe Poline

CFO at TRM Ventures

"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"

a man wearing glasses and a black shirt

Paul Weller

CFO, Temerity Capital Partners

"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"

a woman standing in front of a sculpture

Phil Boscarino

Director of Family Office Services at Mariner Ultra

“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”

woman in red cardigan smiling

Sophia Franco

CFO At Point North Capital

“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”

woman in red cardigan smiling

Latesia Smoot

CFO at Bulletproof Capital

“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”

woman in red cardigan smiling

Rick Drew

CPA, CFA, Senior Family Office Strategist at LeeFin

“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”

woman in red cardigan smiling

Christophe Poline

CFO at TRM Ventures

Testimonials

What Our Clients Are Saying

Our clients’ problems are our problems. We roll up our sleeves to help and solve them. 

"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"

a man wearing glasses and a black shirt

Paul Weller

CFO, Temerity Capital Partners

"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"

a woman standing in front of a sculpture

Phil Boscarino

Director of Family Office Services at Mariner Ultra

“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”

woman in red cardigan smiling

Sophia Franco

CFO At Point North Capital

“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”

woman in red cardigan smiling

Latesia Smoot

CFO at Bulletproof Capital

“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”

woman in red cardigan smiling

Rick Drew

CPA, CFA, Senior Family Office Strategist at LeeFin

“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”

woman in red cardigan smiling

Christophe Poline

CFO at TRM Ventures

"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"

a man wearing glasses and a black shirt

Paul Weller

CFO, Temerity Capital Partners

"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"

a woman standing in front of a sculpture

Phil Boscarino

Director of Family Office Services at Mariner Ultra

“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”

woman in red cardigan smiling

Sophia Franco

CFO At Point North Capital

“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”

woman in red cardigan smiling

Latesia Smoot

CFO at Bulletproof Capital

“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”

woman in red cardigan smiling

Rick Drew

CPA, CFA, Senior Family Office Strategist at LeeFin

“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”

woman in red cardigan smiling

Christophe Poline

CFO at TRM Ventures

"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"

a man wearing glasses and a black shirt

Paul Weller

CFO, Temerity Capital Partners

"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"

a woman standing in front of a sculpture

Phil Boscarino

Director of Family Office Services at Mariner Ultra

“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”

woman in red cardigan smiling

Sophia Franco

CFO At Point North Capital

“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”

woman in red cardigan smiling

Latesia Smoot

CFO at Bulletproof Capital

“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”

woman in red cardigan smiling

Rick Drew

CPA, CFA, Senior Family Office Strategist at LeeFin

“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”

woman in red cardigan smiling

Christophe Poline

CFO at TRM Ventures

Testimonials

What Our Clients Are Saying

Our clients’ problems are our problems. We roll up our sleeves to help and solve them. 

"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"

a man wearing glasses and a black shirt

Paul Weller

CFO, Temerity Capital Partners

"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"

a woman standing in front of a sculpture

Phil Boscarino

Director of Family Office Services at Mariner Ultra

“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”

woman in red cardigan smiling

Sophia Franco

CFO At Point North Capital

“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”

woman in red cardigan smiling

Latesia Smoot

CFO at Bulletproof Capital

“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”

woman in red cardigan smiling

Rick Drew

CPA, CFA, Senior Family Office Strategist at LeeFin

“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”

woman in red cardigan smiling

Christophe Poline

CFO at TRM Ventures

"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"

a man wearing glasses and a black shirt

Paul Weller

CFO, Temerity Capital Partners

"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"

a woman standing in front of a sculpture

Phil Boscarino

Director of Family Office Services at Mariner Ultra

“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”

woman in red cardigan smiling

Sophia Franco

CFO At Point North Capital

“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”

woman in red cardigan smiling

Latesia Smoot

CFO at Bulletproof Capital

“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”

woman in red cardigan smiling

Rick Drew

CPA, CFA, Senior Family Office Strategist at LeeFin

“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”

woman in red cardigan smiling

Christophe Poline

CFO at TRM Ventures

"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"

a man wearing glasses and a black shirt

Paul Weller

CFO, Temerity Capital Partners

"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"

a woman standing in front of a sculpture

Phil Boscarino

Director of Family Office Services at Mariner Ultra

“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”

woman in red cardigan smiling

Sophia Franco

CFO At Point North Capital

“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”

woman in red cardigan smiling

Latesia Smoot

CFO at Bulletproof Capital

“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”

woman in red cardigan smiling

Rick Drew

CPA, CFA, Senior Family Office Strategist at LeeFin

“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”

woman in red cardigan smiling

Christophe Poline

CFO at TRM Ventures

Industry Recognition

Recognized globally by industry leaders and publications

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Industry Recognition

Recognized globally by industry leaders and publications

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Industry Recognition

Recognized globally by industry leaders and publications

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The SumIt Difference

Experience the SumIt Advantage.

100% of our features have been designed in partnership with family offices for their needs. See how we are different.

One Click No Matter How Many Entities.

Consolidations that take weeks to put together with Excel is now done on SumIt with one click. Achieve multi-layer consolidations of multiple entities with automatic eliminations. Choose between equity pick up, full consolidation, or advanced ownership percentage consolidation.

The SumIt Difference

Experience the SumIt Advantage.

100% of our features have been designed in partnership with family offices for their needs. See how we are different.

One Click No Matter How Many Entities.

Consolidations that take weeks to put together with Excel is now done on SumIt with one click. Achieve multi-layer consolidations of multiple entities with automatic eliminations. Choose between equity pick up, full consolidation, or advanced ownership percentage consolidation.

The SumIt Difference

Experience the SumIt Advantage.

100% of our features have been designed in partnership with family offices for their needs. See how we are different.

One Click No Matter How Many Entities.

Consolidations that take weeks to put together with Excel is now done on SumIt with one click. Achieve multi-layer consolidations of multiple entities with automatic eliminations. Choose between equity pick up, full consolidation, or advanced ownership percentage consolidation.

Getting Started

Go Live in as Early as 6 Weeks with SumIt

Need to move fast? Our team can meet your timeline in as early as 6 weeks. Our typical implementations may take between 8-12 weeks.

Getting Started

Go Live in as Early as 6 Weeks with SumIt

Need to move fast? Our team can meet your timeline in as early as 6 weeks. Our typical implementations may take between 8-12 weeks.

Getting Started

Go Live in as Early as 6 Weeks with SumIt

Need to move fast? Our team can meet your timeline in as early as 6 weeks. Our typical implementations may take between 8-12 weeks.

FAQs

Frequently asked questions.

What software do family offices use?

Family offices use a range of tools depending on their size and complexity. For accounting and general ledger work, common options include QuickBooks, Sage Intacct, NetSuite, and purpose-built platforms like SumIt. For portfolio reporting, tools like Addepar or Allvue are common. SumIt focuses specifically on the accounting and GL layer.

Is QuickBooks good enough for a family office?

What makes SumIt different from general accounting software?

Does SumIt work for both single-family offices and multi-family offices?

How long does it take to implement family office software?

FAQs

Frequently asked questions.

What software do family offices use?

Family offices use a range of tools depending on their size and complexity. For accounting and general ledger work, common options include QuickBooks, Sage Intacct, NetSuite, and purpose-built platforms like SumIt. For portfolio reporting, tools like Addepar or Allvue are common. SumIt focuses specifically on the accounting and GL layer.

Is QuickBooks good enough for a family office?

What makes SumIt different from general accounting software?

Does SumIt work for both single-family offices and multi-family offices?

How long does it take to implement family office software?

FAQs

Frequently asked questions.

Why SumIt?

Sumit is a general ledger purposefully built for family offices that are looking for a simple solution that is multi-entity and specific to the needs of the wealth space. We have helped offices reduce their time to close the books by weeks in a given quarter so they can focus on strategic decisions.

Does SumIt replace my existing general ledger? Does SumIt replace QuickBooks?

How long does it take to implement SumIt?

Who are your clients?

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Modernize Your Back Office, Today.

Modernize Your Back Office, Today.

Talk to us to learn more about SumIt and we will help you evaluate our platform. We care about your success and can help you find out quickly if SumIt can be a good fit.