About

SummAxis is an enterprise document productivity suite built natively for Microsoft Office 365. We help professional services firms – investment banks, asset managers, law firms, and consulting practices – create presentations, pitch books, investor reports, and RFP responses that are consistently on-brand, compliant, and produced at scale.

Thirty Years in the Making

For over 30 years, we have been developing document productivity tools for some of the world’s most demanding professional services organisations. What began as bespoke Microsoft Office development work has evolved into a fully integrated product suite – SummAxis – trusted by firms managing billions in assets and thousands of client-facing documents every year.

We are a Microsoft Partner. Our tools are built on and for the Microsoft 365 ecosystem, which means there is no rip-and-replace, no new platform to learn, and no disruption to the way your teams already work.

What We Do

SummAxis is not a single-use tool. It is an enterprise-wide platform that brings together everything a professional services firm needs to produce high-quality, compliant documents at scale:

• SummAxis Tools – Microsoft Office ribbon integration with pre-populated charts, brand assets, disclaimer management, and PowerPoint-to-Excel data links
• SummAxis PitchPortal – A centralised presentation and pitch library with smart tagging, version control, and investor deck automation
• SummAxis Connector – A pop-up panel that gives teams instant access to brand assets and content libraries without leaving their document
• Fund Factsheets – Automated factsheet and tear sheet production for asset managers
• Investor Decks – Templated investor deck automation with real-time data population
• Image Gallery – Centralised, searchable image and media library integrated into Office 365

Who We Work With

Our clients are professional services firms where document quality is not optional – it is a regulatory, commercial, and reputational requirement. We work with:

• Investment banks and wealth managers
• Asset management firms
• Law firms and legal practices
• Management consulting firms

Our clients include WTW, Pictet, Commerzbank, Jupiter Asset Management, Reed Smith, Tradeweb, Trident Trust, and CA Indosuez.

Why SummAxis

Most document productivity tools are built for a single team or a single use case. SummAxis is built for the whole firm. A single platform that works for the front office, the marketing team, the compliance function, and the operations team – all within the Microsoft 365 environment they already use every day.

• Enterprise-wide, not specialist-only – every person in the business can use it, not just power users
• Fully bespoke – configured to your brand, your templates, and your compliance requirements
• On-premise or cloud – deployed to fit your firm’s infrastructure and data governance policies
• Microsoft Partner – built by a team with deep, long-standing Microsoft Office expertise