Presentation & Document Productivity for Your Entire Organisation

SummAxis makes it easy for everyone in your organisation to create professional, on-brand presentations and documents in Microsoft Office

First time, every time.

SummAxis embeds brand rules, approved content, and live data directly into Microsoft Office – so every user delivers professional, accurate, and compliant documents and presentations, first time, every time.

Trusted by users across financial services and professional services firms in 20 countries.

Work smarter. Look professional. Every time.

For any business, and anyone in it.

To create presentations and documents that are professional, on-brand and compliant – without the effort.

Welcome to a simpler way.

Welcome to SummAxis.

On Brand.

On Message.

On Time.

Time after time.

SummAxis sets your entire team up to succeed.

Pitches, presentations, reports, proposals
– professional and on-brand, every time.

From everyone in your organisation.

Some of our clients:

One. Simple. System.

Powerful tools that work seamlessly within Microsoft Office 365

SummAxis Tools

Create professional, on-brand presentations and documents in seconds. Pre-built charts, brand assets, and smart links mean your team spends less time formatting and more time on strategy.

Pre-populated chart library
Brand asset integration
PowerPoint to Excel links
Word to Excel links
Disclaimer management
Per-user and per-office customization

Learn more about SummAxis Tools.

SummAxis PitchPortal

Your entire presentation and pitch library in one searchable place. Find what you need instantly, maintain version control, and automate complex outputs like investor decks and RFP responses – so nothing slips through the cracks.

Centralized presentation library
Pitch library with smart tagging
Customizable output formats
Version control
Disclaimer management
Factsheet & Tear sheet automation
Awards & Tombstones creation and library
Investor deck automation

Learn more about PitchPortal.

We make sure Professional Services.

Look Professional.

Every Document.
Every Pitch or Presentation.
From Everyone in the Business.

SummAxis makes things consistent and compliant.

Trusted by leading companies across:

Private Banking Investment Banking Asset Management Advisory Consulting Law Corporate Insurance Design Branding Private Banking Investment Banking Asset Management Advisory Consulting Law Corporate Insurance Design Branding Private Banking Investment Banking Asset Management Advisory Consulting Law Corporate Insurance Design Branding Private Banking Investment Banking Asset Management Advisory Consulting Law Corporate Insurance Design Branding Private Banking Investment Banking Asset Management Advisory Consulting Law Corporate Insurance Design Branding Private Banking Investment Banking Asset Management Advisory Consulting Law Corporate Insurance Design Branding Private Banking Investment Banking Asset Management Advisory Consulting Law Corporate Insurance Design Branding Private Banking Investment Banking Asset Management Advisory Consulting Law Corporate Insurance Design Branding Private Banking Investment Banking Asset Management Advisory Consulting Law Corporate Insurance Design Branding Private Banking Investment Banking Asset Management Advisory Consulting Law Corporate Insurance Design Branding

Collate.
Create.
Communicate.

SummAxis is a presentation and document productivity system for Microsoft Office, trusted by financial services and professional services firms worldwide.

We make it easy for everyone in your organisation to produce professional, on-brand, and compliant documents and presentations – with minimal time or effort.

Presentation & Document Productivity for Your Entire Organisation

On Brand.

On Message.

On Time.

Time after time.

Some of our clients:

One. Simple. System.

SummAxis Tools

SummAxis PitchPortal

We make sure Professional Services.

Look Professional.

SummAxis makes things consistent and compliant.

Trusted by leading companies across:

Collate.
Create.
Communicate.

EVERYONE makes business.

So we make tools, EVERYONE can use.

Ready to see

in action

Presentation & Document Productivity for Your Entire Organisation

On Brand.

On Message.

On Time.

Time after time.

Some of our clients:

One. Simple. System.

SummAxis Tools

SummAxis PitchPortal

We make sure Professional Services.

Look Professional.

SummAxis makes things consistent and compliant.

Trusted by leading companies across:

Collate. Create. Communicate.

EVERYONE makes business.

So we make tools, EVERYONE can use.

Ready to see

in action

Collate.
Create.
Communicate.