Our Platform

Summa is a cloud native platform designed to address current and evolving investment management requirements. Summa elevates data from multiple legacy systems creating a digital audit trail and empowers users through an open API platform to create an infinite set of reporting and business intelligence across the front, middle and back office.

amplify

Amplify

Summa easily layers alongside current systems to increase their value through data capture and extension. Digitize data to create audit trail and enable rapid solution delivery

Target

Target

Apply flexible logic and rules to create targeted intelligence by user or customer or function. Design solutions that resolve business challenges easily via multiple “books of record” to recreate results of changing data and evolving business logic.

amplify

Innovate

Control your own destiny with the ability to assemble and change business rules. Produce metrics on all activities. Use these metrics to improve from continuous rapid delivery of innovation.

The Summa Ecosystem

Summa’s open API platform is designed for partners and developers who want a simplified way of managing investment and accounting data in a modern, secure architecture and are ready to create world-class experiences for users. Currently we are inviting a select number of early partners into the program.

Request Access

Our Team

We are a team of industry experts with deep experience in investment management solutions, high frequency system design and massively scalable cloud platforms. We’ve built high availability applications that handle billions of API calls and take a dynamic approach to solving challenging problems.

Learn More

Ready for a demo?