We build the tools. We stay for the journey.
TriSys Consulting Ltd. is a financial software and consulting firm dedicated to the investment management industry. We don’t just deliver software — we build lasting partnerships.
TriSys Mission Statement
To provide our clients with the best definitive financial software solutions with a high level of personable and responsive support that builds true value by unifying innovative business and technology strategies.
What We Do
More than a software company
In addition to selling, implementing, and supporting the SUMMIT Investment Accounting System, TriSys offers a range of related services for the financial services industry. Each engagement draws on our team’s deep experience and delivers an interconnected package of solutions.
Business Analysis &
Strategic Planning
Application
Development
System Integration &
Customization
Ongoing Support &
System Modification
Our Philosophy
We succeed when you succeed.
We develop close relationships with every client to build a synergy of resources. Our solutions are produced from the collaboration of our expertise and your strengths. The goal isn’t to produce quality software — it’s to build a culture of innovation and utility around it. Simply put, we create true partnerships.
Our Typical Client
- Start-up, small, and mid-sized financial services organizations
- Proactive, innovative, and growth-oriented firms
- Best solution driven teams
- Cost-conscious organizations that don't want to sacrifice quality"
Ready to see SUMMIT in action?
Schedule a demo with our team and see how SUMMIT fits your fund’s structure.