One platform for financial institutions

Auxality Portal is for asset managers, administrators, ManCos, insurance companies and distributors. Whether you have one product or several hundred, Auxality supports your work either way. Every service is open to any financial institution, so you choose the services that suit you.

Asset managers

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

Administrators & ManCos

Regulatory documents and reports for every fund you administer or run, produced from one source and kept consistent.

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.

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

How you start

Weeks, not quarters.

Ready-made where possible. Purpose-built tools where not.

Talk

Your needs, your current process and what matters most.

Plan

Deliverables, priorities and timeline, set out in a detailed proposal.

Go live

Set up in your brand, connected to your sources, first output in production.

Onboarding varies by service. The first service is typically live in four to eight weeks; additional services usually take days.

The heavy lifting, handled

Where setup takes real work, Auxality has built tools to do it. Your existing sources, design and documents are screened and mapped automatically.

What you bring

Your brand guidelines, product range, current documents and sources.

What happens together

A pilot in your own branding, checked before anything goes live.

Start with one service. Add more whenever you like.