SumIt Partners
SumIt partners and integrates directly with industry leaders to serve the needs of the high-net-worth space.
Our curated partner network ensures top-tier service for every client we serve, together.
SumIt Partners
SumIt partners and integrates directly with industry leaders to serve the needs of the high-net-worth space.
Our curated partner network ensures top-tier service for every client we serve, together.
SumIt Partners
SumIt partners and integrates directly with industry leaders to serve the needs of the high-net-worth space.
Our curated partner network ensures top-tier service for every client we serve, together.
Integration Partners
For billpay, enjoy our direct integration with BILL, allowing for complex family office workflows such as inter-entity billpay. As an Addepar premium partner, use our direct integration to pull relevant investment data into your GL. We also give you access to 10,000+ personal, brokerage, and credit card banks/accounts through Plaid and Mastercard.
Integration Partners
For billpay, enjoy our direct integration with BILL, allowing for complex family office workflows such as inter-entity billpay. As an Addepar premium partner, use our direct integration to pull relevant investment data into your GL. We also give you access to 10,000+ personal, brokerage, and credit card banks/accounts through Plaid and Mastercard.
Integration Partners
For billpay, enjoy our direct integration with BILL, allowing for complex family office workflows such as inter-entity billpay. As an Addepar premium partner, use our direct integration to pull relevant investment data into your GL. We also give you access to 10,000+ personal, brokerage, and credit card banks/accounts through Plaid and Mastercard.
Implementation and Outsourced CFO Partners
We typically implement SumIt with our in-house team, but we also rely on respected companies in the industry, such as Deviate Consulting. If you like SumIt but do not have the team to operate it, we have access to a network of SumIt users who can provide this service for you, from Mariner Wealth Advisors to Veridian CPA. Reach out to learn more.
Implementation and Outsourced CFO Partners
We typically implement SumIt with our in-house team, but we also rely on respected companies in the industry, such as Deviate Consulting. If you like SumIt but do not have the team to operate it, we have access to a network of SumIt users who can provide this service for you, from Mariner Wealth Advisors to Veridian CPA. Reach out to learn more.
Implementation and Outsourced CFO Partners
We typically implement SumIt with our in-house team, but we also rely on respected companies in the industry, such as Deviate Consulting. If you like SumIt but do not have the team to operate it, we have access to a network of SumIt users who can provide this service for you, from Mariner Wealth Advisors to Veridian CPA. Reach out to learn more.
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.
