They allow you to easily access all of your entities in one interface, no signing out or switching around.

Sumit has been a great tool for streamlining workflows specific to family office needs. It is easy to use, well organized, and helps reduce manual work by keeping key financial and operational information in one place. The integrations with banking, brokerage, and bill pay applications are especially helpful. They make it easier to centralize information, track activity, and reduce the need to jump between multiple systems. The platform has improved visibility and made it easier to stay on top of tasks across the family office. The support team has also been responsive and helpful.

Multi-entity support across everything. I can keep bank and investment transactions together and handle reporting all in one place.