Designed to be seen. Built to stay correct.

The entry point to your product offering: a complete fund listing that visitors filter and sort by asset class, region, SFDR classification, fees and performance. It is embedded as a component on your own website and styled to your brand, so it reads as your page, not a third-party widget.

Data flows in automatically. The screener is always current, without anyone on your side remembering to update it. Auxality can integrate third-party data, your own data or a combination of both.

Every fund gets its own page: performance charts, key figures, holdings, sustainability information, and its document shelf. The KID, prospectus, fund rules and latest reports are served straight from the repository, so the file a visitor downloads is always the current approved version.

When a document is reissued or a figure changes, the page follows automatically. The detail page is where the whole platform becomes visible to your investors. It stays correct, because nothing on it is maintained by hand.

A visitor or adviser composes a portfolio from your product offering, adjusts the weightings, and sees what it means: historical development, allocation breakdown, risk and return characteristics. Your funds stop being a list of PDFs and become something a prospective investor can work with.

Comparison is how investment decisions get made. Portfolio compare places built portfolios next to each other, allocation, cost and historical outcome, so the difference between two choices is visible instead of argued.

It supports the decision without making it: the tool presents the figures and draws no conclusions, which keeps it useful to investors and advisers.

Factsheets and product sheets are the documents investors read. Regenerated on your schedule, in layouts that are unmistakably yours. Dynamic PDF generation carries your brand, not a template look.

Because they build on the same source as the regulatory documents, the figure in a factsheet is the figure in the KID. Published to your site and your distributors from the same place as everything else. The monthly fund report is the same production in a different layout, and sits under Calculated reports.