Product Description

About this Product

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  • Increase engagement by having all client information in one place
  • Extend client lifetime and increase AUM by simplifying client interactions with their advisors and consultants
  • Lower operating costs by streamlining workflows, pushing content, and esigning documents stored in a digital vault

About Summitas

Summitas is an award-winning engagement platform serving family offices, wealth advisors, and other client-facing businesses exchanging confidential information, storing sensitive documents, and sharing ideas securely and privately. Created by Silicon Valley veterans, Summitas Platform® is the reference system for scalable, secure, and fault-tolerant branded portals that host digital vaults, electronic signing, financial dashboards, and over 30 solution-specific apps and features. 

Product Details

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Integrated Platform, Other, Website/Portal
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Serving RIAs Since

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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.