Strategic Partners

Accounting Firms
We have a long track record of working closely with top-tier accounting firms to support our mutual clients. Our powerful yet flexible system enables such professionals to focus on what they do best: add value by developing ideas and strategies based on accurate and timely financial data.
Ernst & Young®
Banking Institutions
We work with banks to enable our clients to retrieve transaction data directly from each institution.
Investment Firms
We work with investment firms to enable our clients to retrieve transaction and pricing data directly from each institution.
Technology and Data Suppliers
Summitas offers a branded portal with communication tools that facilitate the flow of information within a family office, as well as with its outside advisors, utilizing a secure, private platform.
CCH (Wolters Kluwer)®
We provide export capabilities to tax preparation (ProSystem fx® Tax) and accounting workflow (ProSystem fx® Engagement) software by CCH.
Deluxe Corporation®
Our check writing functionality integrates seamlessly with a number of pre-printed checks offered by Deluxe.
Hedge Fund Research, Inc.®
We license HFRX and HFRI Indices data for use as benchmarks in our performance reporting solution.
Interactive Data Corporation®
Our data retrieval capabilities utilize the extensive pricing and reference data available from Interactive Data Corporation.
Our software allows clients to export their portfolio position data for further analysis by Morningstar's solutions.
Russell Investments®
We license the Russell Global Sectors Complete database of global securities for use in our portfolio analytics solution.
Our data retrieval capabilities can import transactions from the ByAllAccounts account aggregation system.
Professional Associations
American Institute of Certified Public Accountants®
We participate in AICPA conferences for High Net Worth clients and support PFP networking groups for Family Office.
CFA Institute®
We support the CFA Institute's mission of championing ethics and knowledge in the global financial community.
Family Office Metrics®
We participate in Family Office Metrics events showcasing technology solutions for the High Net Worth marketplace.
Global Investment Performance Standards®
We support our clients taking advantage of the GIPS standards for investment performance reporting. See our GIPS statement »
National Association of State Boards of Accountancy®
We provide CPE credits for our educational webinars and presentations. We are registered with the National Association of State Boards of Accountancy.
Institute for Private Investors®
We have been an IPI advisor for over a decade. Together, we share a commitment to neutral investor education and networking resources.