Pricing
Flexible Pricing
SumIt offers flexible plans that scale with your complexity, whether it’s your entity count or the type of integration you need.
SumIt SFO Starting Price
Custom
Package Includes
All Features Except Integrations
Factors Impacting Price:
Entity Count
Integration Types
Migration Requirements
Willingness To Partner and Test New Features
SumIt MFO Starting Price
Custom
Factors Impacting Price:
Entity Count
Family Count
Migration Requirements
Scaling Philosophy
Integration Requirements
Willingness To Partner and Test New Features
Package Includes
All Features Except Integrations
Pricing
Flexible Pricing
SumIt offers flexible plans that scale with your complexity, whether it’s your entity count or the type of integration you need.
SumIt SFO Starting Price
Custom
Package Includes
All Features Except Integrations
Factors Impacting Price:
Entity Count
Integration Types
Migration Requirements
Willingness To Partner and Test New Features
SumIt MFO Starting Price
Custom
Factors Impacting Price:
Entity Count
Family Count
Migration Requirements
Scaling Philosophy
Integration Requirements
Willingness To Partner and Test New Features
Package Includes
All Features Except Integrations
Pricing
Flexible Pricing
SumIt offers flexible plans that scale with your complexity, whether it’s your entity count or the type of integration you need.
SumIt SFO Starting Price
Custom
Package Includes
All Features Except Integrations
Factors Impacting Price:
Entity Count
Integration Types
Migration Requirements
Willingness To Partner and Test New Features
SumIt MFO Starting Price
Custom
Factors Impacting Price:
Entity Count
Family Count
Migration Requirements
Scaling Philosophy
Integration Requirements
Willingness To Partner and Test New Features
Package Includes
All Features Except Integrations
How does pricing work?
For single-family offices, the number of entities will be the main component of pricing. We can offer custom pricing for large family offices. For multi-family offices, we charge an annual license fee, entity fee, and integration fee. We have multiple models that allow you to grow without headache. We have helped offices reduce their close time by weeks in a given quarter so that they could focus on strategic decisions.
Do you charge for new features?
Do you offer multi-year contracts?
How does pricing work?
For single-family offices, the number of entities will be the main component of pricing. We can offer custom pricing for large family offices. For multi-family offices, we charge an annual license fee, entity fee, and integration fee. We have multiple models that allow you to grow without headache. We have helped offices reduce their close time by weeks in a given quarter so that they could focus on strategic decisions.
Do you charge for new features?
Do you offer multi-year contracts?
How does pricing work?
For single-family offices, the number of entities will be the main component of pricing. We can offer custom pricing for large family offices. For multi-family offices, we charge an annual license fee, entity fee, and integration fee. We have multiple models that allow you to grow without headache. We have helped offices reduce their close time by weeks in a given quarter so that they could focus on strategic decisions.
Do you charge for new features?
Do you offer multi-year contracts?
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.
