SumIt Software

Our case study with our client, Temerity Capital Partners, is now live! 📘 Read below to see why Temerity’s accounting team chose SumIt to manage their more than 40 different entities, bank accounts, and stakeholders, all with different reporting needs. #familyoffice #fintech #accounting #controller #CFO #technology #wealthmanagement #wealthtech

Kicking off the first post of our SumIt Spotlight series, where we highlight the people who make our company so great! Today, we’d like to recognize Fernando Ramirez, SumIt’s co-founder and CTO. Fernando spent the first several years of his career working in the aerospace industry. When he realized that his passion was in writing software, he took a leap of faith and moved to New York to work at startups, where he knew he could make a more material impact. From there, he met his co-founder, Alex, and started SumIt, where Fernando brings a wealth of technical expertise. Thank you for all you do for SumIt, Fernando. Your ability to turn complex challenges into innovative software has shaped SumIt’s platform into what it is today.

Exciting developments are in the works at SumIt! We’ve been talking to our friends at Arch, a private investment management platform, about future integration and partnership opportunities. Stay tuned for updates and to see how these two innovative fintech companies transform financial management! #familyoffice #fintech #accounting #controller #CFO #technology #wealthmanagement #wealthtech

SumIt was fortunate to attend this year's FOTechHub Tech & Ops conference! We’re excited to contribute our technology and innovation to the industry, and we had a great time learning about and sharing industry insights and expertise. Some highlights of the event include: ➡️ A conversation led by Tania Neild on how family offices should approach AI, including using it as a tool to automate mundane tasks. One of the panelists highlighted their mantra that “80% is good enough” for repetitive tasks, i.e., that you have to work with the provider to get to that 80% threshold. ➡️ Discussions around the architecture of an FO tech stack and how to choose the right one for your office. Sophia L., one of SumIt’s valued clients, and Michael G Perez shared what they prioritize when choosing software, including security certifications, integration options, culture fit, cost, and training and support. ➡️ SumIt’s trusted advisor, Danielle Klimek, spoke about optimizing performance reporting without compromising accounting. This was great feedback to hear since at SumIt, we've partnered with clients to optimize our integration with our partner, Addepar. This was a fantastic conference and each of the themes within these discussions resonated deeply with how we work at SumIt — working with clients to automate their tasks, ensuring we are tested and vetted before they come on board, and that we integrate well with our partners. Thanks to everyone who spoke and attended — it was a great time! #familyoffice #fintech #accounting #controller #CFO #technology #wealthmanagement #wealthtech

Happy Thanksgiving from the SumIt Software team! The past two years building our product have been filled with so much growth and excitement. We’ve gone from an initial idea to a world-class team — building tech with customers and advisors in mind. With their insights and our team’s careful consideration of every piece of feedback, we’ve been able to grow the product to what it is today. Wishing all of our colleagues, customers, advisors, friends, and families a wonderful holiday. #familyoffice #fintech #accounting #technology #wealthmanagement #wealthtech

Thank you to Family Wealth Report for organizing an impactful Family Office Fintech Summit in NYC! It was a privilege to connect with industry leaders and discuss how technology is reshaping the family office and HNWI landscape. Always great to run into companies like BILL, Frank, Rimerman + Co. LLP, and Addepar. Looking forward to building on these conversations and advancing what’s possible together! #familyoffice #fintech #AI #accounting #technology #wealthmanagement

Thrilled to be included in Forbes' 2024 Family Office Software Roundup! A big thank you to Francois Botha and team for highlighting our ongoing efforts in building the future of accounting software for family offices. We’re excited for what’s next! #Accounting #Software #Technology #Forbes #FamilyOffice

We are excited to join and sponsor the alliance fall forum at the Family Wealth Alliance, Inc. next week in Chicago! Looking forward to chatting all about the problems to be solved! #Accounting #Software #FamilyOffice

We're excited to kick off our series of case studies showcasing why family offices are choosing SumIt Software! To start, we want to highlight a quote that truly captures the way we approach our partnerships with SFOs, MFOs, and accounting firms: "From the beginning, SumIt was very interested in the pain points for family office accounting and what they could do to address those points. They listened, gathered information from various sources, found the overlapping issues, and implemented solutions." This feedback reflects the heart of how we work—understanding our clients' unique challenges and building solutions that make a difference. Stay tuned for more stories on how SumIt is making an impact! #casestudy #customerstory #CFO #accounting #software #technology #SumItSoftware

We were back in Chicago with the TIGER 21 group to discuss all things SumIt Software and reconnect with some SumIt advocates! As proud supporters of The University of Chicago Booth School of Business, we're excited to see Booth launch a new Family Office Initiative —more details to come soon. We're looking forward to the innovative research and education that will emerge from this initiative! #familyoffice #BoothAlumni #Tiger21 #SumItSoftware #CFO #accounting #ourthoughts