Flexible client onboarding software that grows with you
Summa Tech Onboarder grows with you, from your first client to a thriving firm, it keeps pace every step of the way.
Don’t get frustrated with outdated client onboarding processes that are disjointed, rigid and slow you down, get your clients up and running sooner with a solution that is:
Proven to speed up the client onboarding experience
Adaptable to the needs of the firm
Connected to leading AML solutions
Easily scalable at the click of a button, with no complicated contracts
Our simple pricing
We keep things simple, with low-cost monthly fees that allow you to scale up quickly:
Please note that any AML searches that are performed as part of the onboarding process will be charged separately at a cost of £3 +VAT per search.
Every plan includes:
Unlimited engagement letters and renewals
Bespoke risk assessments and process tracking
Low cost, built-in KYC, AML and compliance checks
Centralised, secure client data storage
Want to customise your onboarding even further?
We provide a few bolt-on modules, which can be added in platform to make your onboarding solution even more powerful.
A better way to onboard your clients
With Summa Tech Onboarder, you will:
Save time on every new client
Keep compliance simple and consistent
Avoid data duplication and reduce errors
Track every client’s progress in one easy-to-use platform
You only pay for what you need and can adjust your plan as your business grows.
If you don’t want to sign up today.