The Summit Reaches £10bn+ Assets Under Real‑Time Reporting

We’ve just passed a milestone: over £10 billion in global assets now run through our real-time reporting platforms every day. And not by accident.

It’s the result of a deliberate model: A sharp, agile team. Bespoke cloud architecture. And zero tolerance for manual processes that waste time, break accuracy, or stall insight.

The Financial Sector Needs a Better Way

Fiduciary and finance teams are under pressure. Clients want clarity. Regulators want control. And internal teams want a system that actually works.

We deliver cloud data platforms that make it all possible from family offices and PE-backed groups to multinational administrators. No bloat. No off-the-shelf limitations.

When you’re delivering real-time reporting on that scale of global assets, across multiple jurisdictions, asset classes and custodians, the cracks show quickly. Badly designed systems break. Manual processes bottleneck. Off-the-shelf software folds under pressure.

At The Summit, we  engineer our platforms to thrive in that environment and the lessons we’ve learned scaling to £10bn+ in live asset oversight aren’t just technical. They’re strategic. Because in today’s financial sector, building right isn’t optional. It’s survival.

• You can’t scale what you can’t automate
  Manual data collation and reporting might work at £50m. At £10bn, it collapses. Automation isn’t a convenience, it’s your only way to move fast and stay accurate.
• Standard tools can’t handle non-standard portfolios
  No two clients are the same. The more complex the asset structure, the more crucial it is to build flexible, cloud-native platforms that adapt around the user, not the other way around.
• Governed data = trusted decisions
  Live insight is useless if the underlying data isn’t consistent, reconciled, and audit-ready. That’s why strong data governance is baked into every layer of our infrastructure.
• Real-time isn’t a feature, it’s a mindset
  Our clients don’t want a monthly PDF. They want to know what’s happening today, right now, anywhere in the world. That requires a fundamental shift in how data flows, surfaces, and informs.
• Bespoke beats bloated
  The big vendors promise everything, but deliver complexity and drag. Our approach is fast, focused, and tailored to each client’s operating model. That’s how we deliver value at scale.

And we do it fast. Our delivery model is purpose-built for teams who need to move yesterday.

Strategy + Execution = Impact

What makes it work isn’t just the tech. It’s how we think. Our clients don’t come to us for software, they come for outcomes. We embed alongside your ops and leadership, challenge assumptions, and architect from the ground up.

That’s why we're trusted by some of the most complex, high-value operations in the sector. And it’s how we’re now delivering live oversight of £10bn+ of global assets.

Building for What’s Next

This milestone isn’t only about our success, it’s about what’s happening across the finance and wealth management sector.

Legacy reporting isn’t built for the complexity of modern finance. The winners will be the firms who build intelligent infrastructure now, and use it to move faster, see further, and deliver more value with less effort.

We’re proud to be the partner making that happen. So yes, we’ve hit £10bn. But we’re just getting started.

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