• Lorenzo D’Acchioli | Chief Operations Officer - 2023

    Obsidian Capital SGR

    «In SummaRisk we have found dialogue, support and correspondence. It is a solution built by those who have knowledge of finance. It allows our structure to save time in multiple aspects, from document generation to complete AML management. Integration with external providers is a great added value. Overtime, the solution has evolved, modifying, thanks to the support of SummaRisk colleagues, according to the changed information needs and following an evolution of our operational requests. To date, portfolio management, the latest implementation carried out, allows complete control over the operations of the underlying. The value of SummaRisk and the solutions we have developed is fundamental to our daily operations.»

  • Maria Gabriella Della Penna | Head of Risk Management - 2020

    Banca Investis

    «A flexible platform that can be integrated with external providers and databases, SummaRisk allows the monitoring of regulatory and operational limits, as well as the definition and monitoring of budgets and risk indicators through sophisticated statistical models that are also accessible thanks to clear and effective reporting. SummaRisk's technical team maintains the platform continuously and, in the event of requests from the user, intervenes promptly with great professionalism, availability, precision and fast response times.»

  •  
    Dario Brandolini | Chief Executive Officer - 2019

    DB&B Consulting

    «The evolution of the regulations on risk control and management increasingly involves an integrated and 360-degree view of the various risks that impact banks, asset management companies and brokerage firms. Business systems, designed for administrative or accounting purposes, require a commitment of time, and therefore of cost, to be adapted to new needs. [...] SummaRisk responds precisely to these challenges, and in addition allows you to transform regulatory obligations into a business development vector by making risk data accessible for various purposes (investment, management control, commercial). The flexibility of the platform and the advanced statistical model allow [...] to support the company's systems by providing the Risk Manager with an integrated departmental system [...]. If a good knowledge of the various aspects of current and future business risk is a success element for financial and banking companies, SummaRisk represents an ideal solution in terms of costs and benefits to the ever-changing challenges of the markets.»

  • Elham Firmani | Risk Manager - 2018

    Fabrica Immobiliare SGR

    «I have been working with SummaRisk for more than a year and, The flexibility of the platform and the advanced statistical model allow [...] to support the company's systems by providing the Risk Manager with an integrated departmental system [...]. If a good knowledge of the various aspects of current and future business risk is a success element for financial and banking companies, SummaRisk represents an ideal solution in terms of costs and benefits to the ever-changing challenges of the markets.»

  • Paolo Boretto | Chief Investment Officer - 2017

    Symphonia SGR

    «Thanks to its flexibility and integration with the various providers, SummaRisk represents the ideal operational solution for all legislative, regulatory and management controls, and its ex-ante risk estimation model is a central element of the risk policy that Symphonia SGR applies not only to UCITS but also to all clients of Individual Management.»

  • ISPEZIONI BANCA D'ITALIA

    REGULATORS

    Since 2015 we have successfully dealt with various inspections by regulators to support the risk management team of our customers. We know that in these situations it is necessary to demonstrate efficiency and speed in providing answers to regulators, making available our modelling skills, pragmatic approach, as well as the ease of use and correctness of our system.

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  • Lorenzo D’Acchioli | Chief Operations Officer - 2023

    Obsidian Capital SGR

    «In SummaRisk we have found dialogue, support and correspondence. It is a solution built by those who have knowledge of finance. It allows our structure to save time in multiple aspects, from document generation to complete AML management. Integration with external providers is a great added value. Overtime, the solution has evolved, modifying, thanks to the support of SummaRisk colleagues, according to the changed information needs and following an evolution of our operational requests. To date, portfolio management, the latest implementation carried out, allows complete control over the operations of the underlying. The value of SummaRisk and the solutions we have developed is fundamental to our daily operations.»

  • Maria Gabriella Della Penna | Head of Risk Management - 2020

    Banca Investis

    «A flexible platform that can be integrated with external providers and databases, SummaRisk allows the monitoring of regulatory and operational limits, as well as the definition and monitoring of budgets and risk indicators through sophisticated statistical models that are also accessible thanks to clear and effective reporting. SummaRisk's technical team maintains the platform continuously and, in the event of requests from the user, intervenes promptly with great professionalism, availability, precision and fast response times.»

  • Dario Brandolini | Chief Executive Officer - 2019

    DB&B Consulting

    «[...] The flexibility of the platform and the advanced statistical model allow [...] to support the company's systems by providing the Risk Manager with an integrated departmental system [...]. If a good knowledge of the various aspects of current and future business risk is a success element for financial and banking companies, SummaRisk represents an ideal solution in terms of costs and benefits to the ever-changing challenges of the markets.»

  • Elham Firmani | Risk Manager - 2018

    Fabrica Immobiliare SGR

    «[…] thanks to their invaluable help, we have built a tool for measuring and monitoring the risks to which real estate funds are exposed. [...] The SummaRisk team has shown professionalism, patience, dedication, and passion! It is a pleasure to be able to collaborate with SummaRisk and to be able to discuss numerous issues every day. The product they have created for my company is easy to use, it allows me to speed up and [...] has certainly improved the quality of my work as Risk Manager of a Real Estate Management Company

  • Paolo Boretto | Chief Investment Officer - 2017

    Symphonia SGR

    «Thanks to its flexibility and integration with the various providers, SummaRisk represents the ideal operational solution for all legislative, regulatory and management controls, and its ex-ante risk estimation model is a central element of the risk policy that Symphonia SGR applies not only to UCITS but also to all clients of Individual Management.»

  • ISPEZIONI BANCA D'ITALIA

    REGULATORS

    Since 2015 we have successfully dealt with various inspections by regulators to support the risk management team of our customers. We know that in these situations it is necessary to demonstrate efficiency and speed in providing answers to regulators, making available our modelling skills, pragmatic approach, as well as the ease of use and correctness of our system.

We believe that the way to deal with Black Swans is by building solid foundations.

 

We produce customizable SaaS FinTech solutions even in cloud for multi-asset portfolios, reserved and closed-end alternative funds, real estate investment trusts and "the sky's the limit". Our blood is data, our head is the modelling, our heart is quant.

 

We believe that the way to deal with Black Swans is by building solid foundations.

 

We produce customizable SaaS FinTech solutions even in cloud for multi-asset portfolios, reserved and closed-end alternative funds, real estate investment trusts and "the sky's the limit". Our blood is data, our head is the modelling, our heart is quant.

 

FAAST Solutions

FinTech as a Service Technology

FAAST Solutions

FinTech as a Service Technology

Summarisk

Summarisk is a FAAST solution optimized in cloud and on-premise, both DaaS and SaaS. Its integrated structure makes it easy to exchange data with depositary banks and pre-existing IT systems, integrating data with information from certified providers. The daily quality checks filter the input to the proprietary statistical model (PFB, based on the filtered Monte Carlo method) which carries out market risk simulations of individual securities on a weekly or daily basis. Summarisk calculates, at a customisable rate, ex-ante risk measures and ex-post performance indicators and contributions for mutual funds, asset management and their benchmarks. Customized reports, extracts and analyses as a final result of the process, support the work of management and are easily accessible through a web interface.

Invenix

Invenix supports the AIF's Executive Board in the investor profiling and acquisition pipeline, with an integrated and dedicated CRM system; the FAAST solution collects and historicizes subscribers’ information and their related, integrating with the needs of the other types of users involved. The software's integrated anti-money laundering and adequacy calculation and profiling process helps the CLO and the Asset Firm comply with regulatory requirements. Invenix simplifies the process of underwriting and closing an alternative investment fund, allowing management to execute capital calls, distributions, closings, and other transactions based on portfolio needs. The flagship of the software is the calculation of the periodic position of the AIFs with the estimated NAV of the fund at the end of the period, starting from the transactions received from the target funds. A user-oriented panel allows to carry out, according to a professional work area, the required activities up to communication with the subscriber, made specific and secure through various communication methods, reserved area, e-mail sending or integration with third-party software.

Real Risk

RealRisk enlightens and aggregates the business plan, contracts, ageing and performance simulations of real estate indices (regional and sectoral) for each property AIF. The FAAST solution implements stress test scenarios on the fund's market, credit and liquidity data, individually and in aggregate. The web interface allows the CRO and its team to perform additional stresses, following the needs of the moment. Real Risk offers a quantitative measure of the risk of the individual AIF using the methodology that has the IRR indicator at its base, with the analysis of the percentage differences between the IRR of the business plan and the IRR deriving from the applied stresses. Management downloads a presentation, which can be integrated with their comments and generated with a click, which collects results, investment limits and analyses for the investment committee.

Invenix

Invenix supports the AIF's Executive Board in the investor profiling and acquisition pipeline, with an integrated and dedicated CRM system; the FAAST solution collects and historicizes subscribers’ information and their related, integrating with the needs of the other types of users involved. The software's integrated anti-money laundering and adequacy calculation and profiling process helps the CLO and the Asset Firm comply with regulatory requirements. Invenix simplifies the process of underwriting and closing an alternative investment fund, allowing management to execute capital calls, distributions, closings, and other transactions based on portfolio needs. The flagship of the software is the calculation of the periodic position of the AIFs with the estimated NAV of the fund at the end of the period, starting from the transactions received from the target funds. A user-oriented panel allows to carry out, according to a professional work area, the required activities up to communication with the subscriber, made specific and secure through various communication methods, reserved area, e-mail sending or integration with third-party software.

Learn more about Invenix

Summarisk

Summarisk is a FAAST solution optimized in cloud and on-premise, both DaaS and SaaS. Its integrated structure makes it easy to exchange data with depositary banks and pre-existing IT systems, integrating data with information from certified providers. The daily quality checks filter the input to the proprietary statistical model (PFB, based on the filtered Monte Carlo method) which carries out market risk simulations of individual securities on a weekly or daily basis. Summarisk calculates, at a customisable rate, ex-ante risk measures and ex-post performance indicators and contributions for mutual funds, asset management and their benchmarks. Customized reports, extracts and analyses as a final result of the process, support the work of management and are easily accessible through a web interface.

Learn more about Summarisk

Real Risk

RealRisk enlightens and aggregates the business plan, contracts, ageing and performance simulations of real estate indices (regional and sectoral) for each property AIF. The FAAST solution implements stress test scenarios on the fund's market, credit and liquidity data, individually and in aggregate. The web interface allows the CRO and its team to perform additional stresses, following the needs of the moment. Real Risk offers a quantitative measure of the risk of the individual AIF using the methodology that has the IRR indicator at its base, with the analysis of the percentage differences between the IRR of the business plan and the IRR deriving from the applied stresses. Management downloads a presentation, which can be integrated with their comments and generated with a click, which collects results, investment limits and analyses for the investment committee.

Learn more about Real Risk

Co-Design

We co-design FinTech solutions with our clients for any type of Asset Firm issue that can be solved with technology. Together with all the business areas involved, we analyse the problem that hinders operations, from a technical, modelling and implementation point of view, and we propose an overall digitalization of the inherent processes by offering one or more sketches of solutions. Together we build the necessary financial and/or statistical models and define the flows that simplify the solution. We engineer the technologies, suggest the hardware, integrate the calculations and automate the processes – step by step following the various changes proposed by the customer or suggested by us. We fix bugs until the platform is fully efficient, gradually releasing (through agreed SoPs) already stable and usable software modules into protected test environments and assist the customer in fine tuning, initial data migration and offer present and efficient annual support. Co-designing with us brings many advantages, including economic ones in the long term because FAAST makes complexities simple by delivering answers to Why? How? What?

Co-Design

We co-design FinTech solutions with our clients for any type of Asset Firm issue that can be solved with technology. Together with all the business areas involved, we analyse the problem that hinders operations, from a technical, modelling and implementation point of view, and we propose an overall digitalization of the inherent processes by offering one or more sketches of solutions. Together we build the necessary financial and/or statistical models and define the flows that simplify the solution. We engineer the technologies, suggest the hardware, integrate the calculations and automate the processes – step by step following the various changes proposed by the customer or suggested by us. We fix bugs until the platform is fully efficient, gradually releasing (through agreed SoPs) already stable and usable software modules into protected test environments and assist the customer in fine tuning, initial data migration and offer present and efficient annual support. Co-designing with us brings many advantages, including economic ones in the long term because FAAST makes complexities simple by delivering answers to Why? How? What?

Learn more about Co-Design

The Scientific Committee

The Scientific Committee is an advisory and support body to the Board of Directors and represents the first and last line of juxtaposition for market best practices. It is made up of members chosen from practitioners, professionals, and academics.

The Scientific Committee

The Scientific Committee is an advisory and support body to the Board of Directors and represents the first and last line of juxtaposition for market best practice. It is made up of members chosen from practitioners, professionals, and academics.

SummaRisk in numbers

+

Tickers
0
Funds
0
Real Estate
0

+

Customers
0

Quant

Cloud

Co-dev

Safety

Timely

Modular

Summarisk in numeri

Titoli
0
Fondi
0
Immobili
0
Clienti
0

Quant

Cloud

Co-dev

Safety

Timely

Modular

SummaRisk in numbers

Tickers
0
Funds
0
Real Estate
0
Customers
0

Quant

Co-dev

Safety

Modular

Cloud

Timely

2015
SummaRisk develops the first FAAST solution
2015-present
SummaRisk passes BankIt control
2017
SummaRisk co-creates FinTech for Real Estate risk measurement
2020
SummaRisk generates the first ESG @ Risk report
2021
SummaRisk co-develops with Fenera & Partners SGR the Alter Phunds Invenix solution
2024
We met you, and the sky is our limit
2015
Summarisk develops the first FAAST solution
2015-present
Summarisk passes BankIt control
2017
Summarisk co-creates FinTech for Real Estate risk measurement
2020
Summarisk generates the first ESG @ Risk report
2021
Summarisk co-develops with Fenera & Partners SGR the Alter Phunds Invenix solution
2023
We met you, and the sky is our limit

Our Offices

TURIN

Central Area
San Donato Area

MILAN

Island Area

Contact informations

Our Offices

TURIN

Central Area
San Donato area