Customer Success

White-Glove Service,
From Day One

Our team provides personalized onboarding, proactive support, and ongoing optimization
to drive efficiency gains and growing engagement.

Team ascending a mountain - representing dedicated customer success partnership

Every Summitas client is assigned a dedicated Customer Success Manager — your voice and vote, advocating on your behalf to ensure you achieve your business objectives. From onboarding to ongoing optimization, our team ensures your platform works exactly as your firm needs it to.

  • Dedicated CSM for every account
  • Custom onboarding and training
  • Ongoing platform optimization
AICPA SOC SOC 2 Type II Certified
“The personal care and attention to service? There is nothing more we could have asked for!”
PresidentEast Coast Family Office
“Kudos to Summitas for meeting the challenge of delivering what was promised during the sales process. We are impressed.”
Chief Operating OfficerWest Coast Wealth Management Firm
“There is no way we could do what we need to do were it not for Summitas.”
PresidentEast Coast Family Office
Getting Started

Up and Running in Weeks,
Not Months

A streamlined onboarding process designed to get your firm live quickly with minimal disruption.

Week 1–2
Meet Your Team

Your dedicated CSM introduces the process and gathers your requirements.

Week 2–3
Setup & Branding

We configure your portal with your logo, colors, and app selection.

Week 3–4
Training & Onboarding

Hands-on training for your team and client onboarding support.

Week 4–5
Go Live

Launch your branded portal to clients with full support.

Ongoing
Optimization

Monthly check-ins, proactive improvements, and continuous support.

See How We Support Our Customers

Ready to experience white-glove service for your firm?

Let’s Connect