Axioma Reporting Solutions
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
We know that asset managers face intensifying reporting demands from regulators across the globe. These demands require greater transparency and increased internal cooperation, and many asset managers face challenges without integrated, scalable systems in place. Our straight-through processing solution gives our clients a manageable, future-proof way to address these challenges.
But we are more than just a software solution provider -- our clients have access to our highly qualified team of specialists to ensure filings are complete. The benefits of Axioma Reporting Solutions go beyond time-saving reporting efficiencies. You’ll have complete, on-demand transparency into the reporting process that you can’t get from other providers or your fund administrator – from knowing who supplied the underlying data to how every number was calculated. Your middle and back offices will start speaking the same language.
SOME OF THE REGULATORY AND RISK REPORTS WE PROVIDE
- Form PF
- Open Protocol
- CPO/NFA PQR
- Annex IV
- Form 13F
- Form N-PORT
- Form N-CEN
- UCITS
- Solvency II SCR/TPT
Key Features
DATA-DRIVEN BUSINESS INSIGHT
Leverage data from a range of sources, including the Axioma Risk engine, to maintain clean, consistent, easily-verifiable reporting datasets. Greater analytic insight and transparency allow for a comprehensive view of enterprise risk and better decisioning.
A SECURE, AUTOMATED PLATFORM
Remove the pain of manual, Excel-based report filing. Our technology platform standardizes and automates the regulatory reporting process across any report, geography and regulatory body. Easily drill down to transaction-level detail and verify underlying data needed to generate audit trails and required levels of transparency.
Key Benefits
- Consistency across regulatory reports
- Scalable processes and streamlined data aggregation that allow for rapid expansion into multiple reporting categories
- Proficient regulatory specialists who continuously engage in research, ensuring their knowledge and our system is current
- Enhanced transparency through robust audit trails, exception and difference reporting, and version controls
- Instant drill-downs to quickly understand how calculations are made and what data is being used
- Easy and timely retrieval of stored information