Mountain View, CA: March 5, 2025
March 5, 2025
Forest Systems, a leading provider of integrated accounting software solutions for family offices and accounting firms, and Summitas, a premier secure client portal and digital vault provider, today announced a strategic partnership aimed at enhancing security, compliance, and operational efficiency for high-net-worth families and their advisors.
This partnership will integrate Forest Systems' comprehensive financial reporting platform with Summitas' secure digital collaboration tools, enabling wealth management firms to seamlessly manage complex accounting tasks, protect sensitive information, and streamline client communications.
"At Forest Systems, we are committed to simplifying complex financial reporting processes without sacrificing integrity," said Ed Van Deman, CEO of Forest Systems. "Partnering with Summitas allows us to offer our clients an integrated solution that combines robust accounting capabilities with top-tier secure communication, ensuring that advisors and their clients can manage and share financial information with confidence."
Summitas, known for its secure communications and document-sharing capabilities, will integrate Forest Systems' accounting features to offer enhanced financial management tools, such as an integrated general ledger and portfolio tracking. This collaboration aims to provide clients with an intuitive yet secure experience when accessing critical financial documents, managing estate plans, or communicating with advisors.
"We are excited to collaborate with Forest Systems, a pioneer in next-generation integrated accounting and financial reporting," said Dan Gregerson, Chairman and CEO of Summitas. "By combining their cutting-edge accounting solutions with our secure platform, we're able to offer high-net-worth families and their trusted firms an unmatched blend of protection, simplicity, and sophistication."
This partnership underscores both companies' commitment to delivering innovative, security-first solutions tailored to the needs of wealth management professionals.
Forest Systems provides comprehensive accounting and financial management solutions tailored to the unique needs of family offices. With expertise in wealth management, tax strategy, and financial reporting, we help families preserve and grow their assets for future generations. Our personalized approach ensures financial clarity, stability, and long-term success.
Established in 2007 by seasoned entrepreneurs with a deep understanding of ultra-high-net-worth clientele and mission-critical software development, Summitas was born out of a vision to harness technology to cater to the evolving needs of the 21st-century wealth industry.
For more information, visit forestsystems.com and summitas.com.
Summitas, LLC
Lori Barnett
pr@summitas.com
Forest Systems, LLC
Meg Seitz
meg@tothshop.com