As accurately reporting fund performance becomes ever more critical to investor relations, you can no longer rely on simple spreadsheets to tell your story. SummAxis Financial
enables you to report on demand – expertly, accurately and earlier than your competitors.
WHAT IS SUMMAXIS FINANCIAL?
SummAxis Financial is the answer to regulatory reporting. It plugs seamlessly into your infrastructure, enabling you to generate fund performance communications rom multiple data sources and publish them in pre-designed Word templates or PDF format.
With the agility to include everything from monthly commentary, charts, tables and diagrams, SummAxis Financial turns hard data into a smart, easy-to-consume format.
WHY CHOOSE SUMMAXIS FINANCIAL?
Its impressive automation capability, coupled with its smooth integration
into Microsoft Office, ensures SummAxis Financial can produce
critical monthly fund performance communications for your investors
on demand, at a significantly reduced cost.
By eliminating the need for manual data input, SummAxis Financial makes it far easier for your Investor Relations
teams to produce and deliver performance reports when the pressure is on.
While all relevant documents will be auto-populated, only your Investor Relations team – or direct system
feeds – will upload performance data of your funds. For you, this means 100% accurate reporting on time,
SUMMAXIS IN THREE EASY STEPS
Upload content and pre-designed branded PowerPoint and Word templates. Tag data for automatic updates and set compliance rules
Pull content into a fresh template or amend an existing, either directly in SummAxis or via your desktop with SummAxis Tools. Quickly you will create
an accurate, up to date and compliant brand communication
Publish as a PDF, or export to PowerPoint or Word. Any changes you then make can be accessed in
SummAxis via the Connector.