bg-laptop
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.

Some of our clients

CA Indosuez Jupiter Asset Management Millburn Ridgefield Pictet Reed Smith Tradeweb Trident WTW Commerzbank

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.

SummAxis Connector

Access your entire brand library without leaving PowerPoint or Word. Drag, drop, and stay compliant – no hunting through folders, no outdated assets, no brand inconsistencies.

  • Direct Office 365 integration
  • Instant asset access
  • Drag-and-drop simplicity
  • Real-time sync
  • Image library integration

Learn more about Connector.

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.

First time, every time.

decor fan top logo decor fan bottom logo decor fan middle logo
Meeting on yellow sofa

We heard you so we made