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.
Register Your Interest Now
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.