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Summa Financial Technology

Summa Financial Technology

The Multi-Book of Record Digital Platform

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Platform

The Summa Platform… A New Approach

Summa is built on a modern micro-services architecture employing an event based data store that provides lossless data and allows analysis in multiple dimensions.   The platform delivers a new level of scalability, audit-ability and control to the investment management industry.

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Platform Architecture

Our platform is built on a modern kappa cloud technology stack. It offers multi-region availability, continuous service, multi-vector scaling by service / data – need, complete data versioning, and resilience.  Aspect-oriented security at every service and layer ensure privacy and control.

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Component Architecture

We help firms by digitizing their data, providing modular business logic application, deriving financial results and ensuring consistency and availability via ephemeral and persistent stores of data.  The API access components enhance end to end testing and delivery options – while capturing data to improve services and offerings over time.

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Customer Experience

Summa is built from the ground up for ease of use.  Well documented endpoints, sandbox training environments, robust error messaging, and sample data sets and taxonomies are included out of the box.

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