Forest Systems and Summitas Team Up for Revolutionary Solutions
Strategic Partnership Between Forest Systems and Summitas
Forest Systems, a recognized leader in integrated accounting software for family offices and accounting firms, has joined forces with Summitas, a top-notch secure client portal and digital vault provider. This partnership aims to significantly enhance security and operational efficiency for affluent families and their advisors.
Enhancing Wealth Management Operations
By integrating Forest Systems' comprehensive financial reporting platform with Summitas' secure digital tools, wealth management firms can now operate more efficiently. This collaboration allows advisors to manage complex accounting tasks seamlessly, protect sensitive information, and enhance communication with clients.
Commitment to Security and Innovation
The partnership emphasizes both companies' dedication to providing innovative, security-focused solutions. Ed Van Deman, CEO of Forest Systems, highlighted their goal of simplifying financial reporting processes while upholding integrity. By partnering with Summitas, they hope to deliver a robust solution combining modern accounting capabilities with secure communication. This ensures that financial information can be shared securely and with confidence.
Features of the Collaboration
Summitas is known for its secure communication capabilities, and now, with the integration of Forest Systems' accounting features, clients will experience enhanced financial management tools. These tools include an intuitive general ledger and portfolio tracking systems designed for ease of use while maintaining robust security measures. Clients will enjoy a convenient experience when accessing financial documents or communicating with their advisors.
Industry Leaders Align for Success
Dan Gregerson, Chairman and CEO of Summitas, expressed excitement about collaborating with Forest Systems, noting that the combination of their advanced accounting solutions with Summitas' secure platform aims to provide ultra-high-net-worth families and their advisors with the best blend of security and sophistication available in the market.
About Forest Systems
Forest Systems specializes in comprehensive accounting and financial management solutions that cater to the unique demands of family offices. Their expertise spans wealth management, tax strategy, and financial reporting, assisting families in preserving and growing their assets for the future. Their personalized approach guarantees financial clarity and stability.
About Summitas
Summitas was founded in 2007 by experienced entrepreneurs who understand the needs of ultra-high-net-worth clientele. Their vision focused on leveraging technology to meet the changing demands of the wealth industry in the 21st century.
Frequently Asked Questions
What is the purpose of the partnership?
The partnership aims to enhance security, compliance, and operational efficiency for wealth management firms and their clients.
What are the benefits for clients?
Clients will benefit from integrated financial solutions, enhanced security, and improved communication with advisors.
Who are the key leaders involved?
Ed Van Deman serves as the CEO of Forest Systems, while Dan Gregerson is the Chairman and CEO of Summitas.
How does this collaboration impact financial reporting?
The partnership simplifies financial reporting processes, combining accounting capabilities with secure communication.
What is the overall goal of Forest Systems and Summitas?
The goal is to provide innovative, security-first solutions for wealth management, tailored to the needs of high-net-worth families.
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