SumIt MFO
Grow your multi-family office with confidence
Grow your multi-family office with confidence
Grow your multi-family office with confidence
From easily switching from one client’s instance to another, to having a standardized chart of accounts that you can easily re-use across the board, learn how SumIt has helped multi-family offices expand win new clients without increasing overhead.
From easily switching from one client’s instance to another, to having a standardized chart of accounts that you can easily re-use across the board, learn how SumIt has helped multi-family offices expand win new clients without increasing overhead.
From easily switching from one client’s instance to another, to having a standardized chart of accounts that you can easily re-use across the board, learn how SumIt has helped multi-family offices expand win new clients without increasing overhead.
The Problem Today
Onboarding new families with SumIt is a matter of weeks, not months.
Our internal team has deployed SumIt across multiple MFOs. Whether it's consolidating your chart of accounts or getting you trained on the platform, SumIt is a comprehensive solution that grows with you.
The Problem Today
Onboarding new families with SumIt is a matter of weeks, not months.
Our internal team has deployed SumIt across multiple MFOs. Whether it's consolidating your chart of accounts or getting you trained on the platform, SumIt is a comprehensive solution that grows with you.
The Problem Today
Onboarding new families with SumIt is a matter of weeks, not months.
Our internal team has deployed SumIt across multiple MFOs. Whether it's consolidating your chart of accounts or getting you trained on the platform, SumIt is a comprehensive solution that grows with you.
SumIt MFO
A simple and intuitive interface to serve your clients better.
Book transactions and query your information across all entities instantly to effortlessly answer questions from your clients.
Connected bank feeds to 10,000+ institutions
With Plaid and Mastercard, we connect to thousands of banks. You can then create rules and leverage our AI to automatically categorize your transactions. Filter by rules and approve all your transactions with one click.
Reporting the way your client wants to see it
Customize your reporting format to match your guidelines and ensure brand consistency and a modern user experience for family members.
Net-worth statement
With one click, have a view of your net worth across all your entities with the right ownership percentages applied.
Direct Integrations with BILL & Addepar
Source and use of cash statement
See your sources and uses of cash in one space and create corresponding budgets.
User permissions for your clients
Whether it's for the accountant or the family member, SumIt has specific roles that allow the right person to access the right data or entity.
Entity Map
See all your clients’ entities in one place with contextual information. Any new member can easily reference why that entity was set up and how transactions flow from one entity to another. Easily go from one client to another in the same space.
Looking for Single-Family Solutions?
SumIt MFO
A simple and intuitive interface to serve your clients better.
Book transactions and query your information across all entities instantly to effortlessly answer questions from your clients.
Connected bank feeds to 10,000+ institutions
With Plaid and Mastercard, we connect to thousands of banks. You can then create rules and leverage our AI to automatically categorize your transactions. Filter by rules and approve all your transactions with one click.
Reporting the way your client wants to see it
Customize your reporting format to match your guidelines and ensure brand consistency and a modern user experience for family members.
Net-worth statement
With one click, have a view of your net worth across all your entities with the right ownership percentages applied.
Direct Integrations with BILL & Addepar
Source and use of cash statement
See your sources and uses of cash in one space and create corresponding budgets.
User permissions for your clients
Whether it's for the accountant or the family member, SumIt has specific roles that allow the right person to access the right data or entity.
Entity Map
See all your clients’ entities in one place with contextual information. Any new member can easily reference why that entity was set up and how transactions flow from one entity to another. Easily go from one client to another in the same space.
Looking for Single-Family Solutions?
SumIt MFO
A simple and intuitive interface to serve your clients better.
Book transactions and query your information across all entities instantly to effortlessly answer questions from your clients.
Connected bank feeds to 10,000+ institutions
With Plaid and Mastercard, we connect to thousands of banks. You can then create rules and leverage our AI to automatically categorize your transactions. Filter by rules and approve all your transactions with one click.
Reporting the way your client wants to see it
Customize your reporting format to match your guidelines and ensure brand consistency and a modern user experience for family members.
Net-worth statement
With one click, have a view of your net worth across all your entities with the right ownership percentages applied.
Direct Integrations with BILL & Addepar
Source and use of cash statement
See your sources and uses of cash in one space and create corresponding budgets.
User permissions for your clients
Whether it's for the accountant or the family member, SumIt has specific roles that allow the right person to access the right data or entity.
Entity Map
See all your clients’ entities in one place with contextual information. Any new member can easily reference why that entity was set up and how transactions flow from one entity to another. Easily go from one client to another in the same space.
Looking for Single-Family Solutions?
Customer Testimonial
Customer Testimonial
How Mariner Ultra deployed SumIt across 20+ entities
"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."
— Phil Boscarino, CFP® and Director of Family Office Services at Mariner Ultra
Customer Testimonial
How Mariner Ultra deployed SumIt across 20+ entities
"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."
— Phil Boscarino, CFP® and Director of Family Office Services at Mariner Ultra
Customer Testimonial
How Mariner Ultra deployed SumIt across 20+ entities
"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."
— Phil Boscarino, CFP® and Director of Family Office Services at Mariner Ultra
Testimonials
What Our Users Are Saying About SumIt
Hear about their SumIt experience — unfiltered.
Alex Brown
Accounting Manager
We needed a solution to handle the complex family and estate/business entity structures our clients had, as well as a partner that could keep up with our need to continually innovate
David Fried
CFO
Putting everything into QuickBooks wasn’t going to be cost or time-efficient. It would have cost $100 per month for one transaction.
Lynn Wilczek
Controller
The ability to record and eliminate inter-entity journal entries is a game changer. I know that my entries will balance across my 40 entities.
Paul Weller
CFO
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.
Brad
Controller
The aesthetics are very strong - it's easy to use and intuitive. We have already seen 3-4 features implemented based on our feedback making it a better experience for us - that's part of the reason why we decided to partner with you instead of going with Sage
Mike Iberl
CFO
Before SumIt, there were no good solutions for family offices. With one login, I can see all my entities and the ownership structure, it saves me a ton of time.
Alex Brown
Accounting Manager
We needed a solution to handle the complex family and estate/business entity structures our clients had, as well as a partner that could keep up with our need to continually innovate
David Fried
CFO
Putting everything into QuickBooks wasn’t going to be cost or time-efficient. It would have cost $100 per month for one transaction.
Lynn Wilczek
Controller
The ability to record and eliminate inter-entity journal entries is a game changer. I know that my entries will balance across my 40 entities.
Paul Weller
CFO
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.
Brad
Controller
The aesthetics are very strong - it's easy to use and intuitive. We have already seen 3-4 features implemented based on our feedback making it a better experience for us - that's part of the reason why we decided to partner with you instead of going with Sage
Mike Iberl
CFO
Before SumIt, there were no good solutions for family offices. With one login, I can see all my entities and the ownership structure, it saves me a ton of time.
Testimonials
What Our Users Are Saying About SumIt
Hear about their SumIt experience — unfiltered.
Alex Brown
Accounting Manager
We needed a solution to handle the complex family and estate/business entity structures our clients had, as well as a partner that could keep up with our need to continually innovate
David Fried
CFO
Putting everything into QuickBooks wasn’t going to be cost or time-efficient. It would have cost $100 per month for one transaction.
Lynn Wilczek
Controller
The ability to record and eliminate inter-entity journal entries is a game changer. I know that my entries will balance across my 40 entities.
Paul Weller
CFO
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.
Brad
Controller
The aesthetics are very strong - it's easy to use and intuitive. We have already seen 3-4 features implemented based on our feedback making it a better experience for us - that's part of the reason why we decided to partner with you instead of going with Sage
Mike Iberl
CFO
Before SumIt, there were no good solutions for family offices. With one login, I can see all my entities and the ownership structure, it saves me a ton of time.
Testimonials
What Our Users Are Saying About SumIt
Hear about their SumIt experience — unfiltered.
Alex Brown
Accounting Manager
We needed a solution to handle the complex family and estate/business entity structures our clients had, as well as a partner that could keep up with our need to continually innovate
David Fried
CFO
Putting everything into QuickBooks wasn’t going to be cost or time-efficient. It would have cost $100 per month for one transaction.
Lynn Wilczek
Controller
The ability to record and eliminate inter-entity journal entries is a game changer. I know that my entries will balance across my 40 entities.
Paul Weller
CFO
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.
Brad
Controller
The aesthetics are very strong - it's easy to use and intuitive. We have already seen 3-4 features implemented based on our feedback making it a better experience for us - that's part of the reason why we decided to partner with you instead of going with Sage
Mike Iberl
CFO
Before SumIt, there were no good solutions for family offices. With one login, I can see all my entities and the ownership structure, it saves me a ton of time.
Pricing
Licensing & Pricing that makes sense.
From pay-as-you-go to entity blocks, we have pricing models that are scalable and give you transparency so you can focus on delivering a great client experience.
Pricing
Licensing & Pricing that makes sense.
From pay-as-you-go to entity blocks, we have pricing models that are scalable and give you transparency so you can focus on delivering a great client experience.
Pricing
Cost-Effective Licensing & Pricing that makes sense.
From pay-as-you-go to entity blocks, we have pricing models that are scalable and give you transparency so you can focus on delivering a great client experience.
How can SumIt help me grow?
From the confidence of having an easy-to-use system for your users to the help we give you through the right tools, SumIt will help you grow without adding headcount. For example. we work directly with you to ensure that you have the right chart of accounts for your reporting needs that can be reused across all your new and existing clients.
How can SumIt help me grow?
From the confidence of having an easy-to-use system for your users to the help we give you through the right tools, SumIt will help you grow without adding headcount. For example. we work directly with you to ensure that you have the right chart of accounts for your reporting needs that can be reused across all your new and existing clients.
How fast can I import data from my previous systems to SumIt?
How fast can I import data from my previous systems to SumIt?
What reports can I run on SumIt?
What reports can I run on SumIt?
Can I also build custom reports?
Can I also build custom reports?
How can SumIt help me grow?
From the confidence of having an easy-to-use system for your users to the help we give you through the right tools, SumIt will help you grow without adding headcount. For example. we work directly with you to ensure that you have the right chart of accounts for your reporting needs that can be reused across all your new and existing clients.
How fast can I import data from my previous systems to SumIt?
What reports can I run on SumIt?
Can I also build custom reports?
How can SumIt help me grow?
From the confidence of having an easy-to-use system for your users to the help we give you through the right tools, SumIt will help you grow without adding headcount. For example. we work directly with you to ensure that you have the right chart of accounts for your reporting needs that can be reused across all your new and existing clients.
How fast can I import data from my previous systems to SumIt?
What reports can I run on SumIt?
Can I also build custom reports?
Try SumIt Today
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.
