Summa Tech Onboarder

Summa Tech Onboarder

Say hello to Summa Tech Onboarder

Built for firms of all size – medium or small – Summa Tech Onboarder is the smart, simple, cost-effective way to impress clients and keep your team on track.

Tried and tested

Scales with you as you grow

Quick setup, zero stress

Try it FREE for 90 days!

No commitment.    Just easier onboarding.

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This is the smart, streamlined way to manage client onboarding without the pain (or the price tag)

  • Tried, tested and designed especially for smaller firms
  • Essential onboarding features that can scale up as you grow
  • Fast setup without the tech headaches
  • Keep your team in sync, and your clients impressed

Whether you’re flying solo or leading a small team, Summa Tech Onboarder gives you just what you need to onboard clients cost effectively and efficiently.

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