AuxalityAuxality
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Confidence built into every process

What Auxality delivers

Auxality Portal lets you produce legal & product documents, calculated reports and web & commercial content. Everything runs end to end on one platform, from data input and design to the finished output, whether that is a PDF, a report or a web page.

Prospectuses, PRIIPs KIDs, SFDR annexes, interactive web content and marketing materials are all generated from the same source, so everything stays consistent.

Auxality's focus is simple: every output produced correctly, first time, end to end.

Who we serve

Asset managers, administrators, ManCos, insurance companies and distributors & platforms. Auxality serves customers with a handful of products to several hundred, in one market or many, and supports the European jurisdictions, local requirements and languages that come with distributing across markets.

Request a meetingHow it works

The problem Auxality solves

One change. Many documents, websites and marketing channels.

Regulated outputs are interconnected: the same information and data are used in several places. When a wording or a data point changes, documents, regulatory filings and external materials all need to be checked and updated. Every one of them is a chance for an error or a mismatch.

  • Production and updates are usually split across different systems or different people, and sometimes both.
  • It is rare that one individual knows every legal document, every report, data set, calculation and graphical design. Due to that, it is hard to check the outcome end to end.

The answer

One platform. Everything you produce. Every figure matches.

Built for the teams who produce the documents. Valued by the teams who review them. Auxality makes sure the process and the output are correct in the first place, and gives compliance a complete record of every change, check and approval.

Auxality Portal is the tool that helps you produce the output you must create, whether a legal document, marketing material, a calculated report or an update to your website. Data, design and packaging are handled end to end. You decide what you need; Auxality makes sure it is delivered correctly and efficiently.

Services

Everything you produce, from one platform

One foundation. Three ways to get it done. Depending on what you create, dedicated tools and workflows optimise that work. Whether it is a small team or a whole organisation, everyone works from the same source.

Auxality Portal, the foundation

Everything above is delivered from one place

Change something that affects someone else's work, and they are told.

  • Nothing is forgotten.
  • Nothing to fix afterwards.
Product managementConfiguration cockpitAdministration moduleData toolsRepositoryAudit trail

From a single product to several hundred.

Auxality supports firms with a few products or several hundred. Auxality Portal fits a team of one running a few funds or products, and an organisation of hundreds running several hundred products. Same platform, same standard, and it scales with you, including the languages, translations and market-specific adaptations each market requires.
80%
Up to 80% time and efficiency gains, confirmed by the clients who produce their outputs on the platform.
Audit trail
Every update is traced to source, rule version and approver. You always know who did what, and when.
15+
Services on one platform, from regulated documents to reports and web content.
Start with one service or several. There is no minimum.
ISO27001
ISO27701
ISO20000
ISO14001

ISO 27001 · ISO 27701 · ISO 20000 · ISO 14001 · GDPR

ISO certified across Auxality operations. Information security, privacy, service and environmental management under one management system. Personal data is handled in line with the GDPR, with privacy by design as an operating principle.

Security & trust

Who we serve

Built for the institutions that can't get it wrong

Auxality's services are used by different kinds of financial institution with the same underlying need, and all are delivered from one platform. What an asset manager, an insurance company and a distributor need day to day differs, so you choose the services that suit you. Every service is open to any financial institution.

Asset managers

Documents, reports and fund pages, from prospectus to website, produced and maintained without the manual grind.

Insurance companies

Pre-purchase information, terms and product sheets with full audit trails, data infusion and end-to-end packaging.

Distributors

Screeners, fund pages and comparisons that stay current without a team maintaining them.

How it works

Done right, by design

  • Rules are codified once, centrally.
  • AI lightens the work where it can, but is never used where a guaranteed accuracy is required. For those tasks there exist data ingestion functions, algorithms and calculation engines.
  • Your team approves every output in Auxality Portal, and every step is traced.
See how it works
Auxality Portal start page: one login, the SFDR, legal document and marketing tools grouped by section

The next step

Meet the deadline, calmly

See the platform working on your own products, documents and outputs.

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