About TriSys

A Toronto firm with roots at PwC.

TriSys Consulting sells, installs, customizes and supports SUMMIT. The team has 20 years in investment accounting.

How SUMMIT got here.

The system has been rebuilt and renamed over the years. TriSys has supported it since 2004.

  1. 1997

    A new system

    An existing fund and portfolio accounting system is rebuilt as a new investment accounting product, later sold by PwC.

  2. 2004

    TriSys is founded

    Three senior management consultants from PwC start the firm, first called RBM Consulting, to support the system.

  3. Today

    TriSys Consulting Ltd.

    The firm sells, installs, customizes and supports SUMMIT from its office in downtown Toronto.

More than the software.

Alongside SUMMIT, TriSys offers related services to the financial services industry.

  • 01Business analysis and strategic planning
  • 02Application development
  • 03System integration and customization
  • 04Ongoing support and system changes

Who TriSys works with

TriSys works with start-up, small and mid-sized financial services firms: teams that are growing, want their systems to keep up, and watch costs without giving up quality.

TriSys stays on after the install. The same team handles support and the changes your fund needs as it grows.

Talk to the SUMMIT team.

TriSys Consulting Ltd.
The Graphic Arts Building
73 Richmond Street West, Suite L07
Toronto, Ontario M5H 4E8

See SUMMIT set up for a fund like yours.

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