Wealth Management | Auxo Solution

AUXO FOR WEALTH MANAGEMENT

Why Partner with Us to Innovate Your Wealth Management Offerings?

We combine deep industry expertise with advanced technology to help wealth managers deliver superior experiences and value for both clients and advisors. Auxo understands how you're at the intersection of client relationships and regulatory complexity, so we personalize our solutions to optimize your operations from start to finish.

Industry Expertise

With extensive knowledge of wealth management processes, Auxo provides tailored solutions for managing investments, onboarding clients, and ensuring compliance.

Client-Centric Approach

We prioritize tools that enhance client satisfaction and engagement, ensuring a seamless experience for high-net-worth individuals (HNWI) and institutional investors alike.

Tailored Technology

Our platforms integrate seamlessly with your existing systems, modernizing workflows without disrupting operations.

Regulatory Alignment

Built to address complex compliance requirements, Auxo’s solutions simplify audits, reporting, and regulatory adherence.

Wealth Management Solutions

Explore Our Custom Capabilities

Auxo Solutions enables firms to enhance investment executions, streamline processes,and deliver better investor experiences.

Optimize Investment Management

Investment Execution

Streamline the lifecycle of investment execution, from portfolio management to trade settlements.

Automates workflows for faster and more accurate investment execution.
Provides visibility into real-time portfolio and trade activity.
Supports seamless collaboration across investment teams.

NAV Validation

Ensure accurate portfolio valuations with automated NAV validation tools.

Validates NAV calculations to reduce errors and discrepancies.
Speeds up reporting timelines to meet client and stakeholder expectations.
Simplifies compliance by ensuring transparent and auditable processes.

Accelerate Client Onboarding

eSubDoc (Accelerator)

Enhance the client onboarding process with a digital accelerator for subscription documents.

Modernizes document submission with intuitive self-service tools.
Automates compliance checks, reducing onboarding timelines significantly.
Tracks document progress for seamless transparency and updates.

Institutional Onboarding

Streamline onboarding for institutional clients with tailored workflows.

Creates personalized journeys for institutional investors.
Simplifies compliance checks to ensure regulatory alignment.
Reduces manual effort with automated processes and document tracking.

Consumer & High Net Worth Individual Onboarding

Deliver an exceptional onboarding experience for individual clients and HNWIs.

Reduces friction with user-friendly tools and seamless processes.
Automates data validation and verification for faster account setup.
Supports personalized onboarding tailored to individual client profiles.

Enhance Treasury Operations

Treasury Solutions

Optimize treasury management for improved cash flow and operational efficiency.

Provides real-time cash flow visibility and forecasting tools.
Integrates risk management analytics for better decision-making.
Streamlines treasury workflows with automation and real-time updates.

COMPREHENSIVE FINANCIAL SERVICES SOLUTIONS

See Auxo's Private Markets, Banking, and Wealth Management Solutions

Our suite of solutions span financial sectors to enable operational efficiency and digital transformation.

NAV Accelerator:
Automates complex NAV calculations for accurate and timely portfolio valuations.
Institutional & Consumer Onboarding:
Flexible tools for onboarding institutional clients, HNWIs, and retail investors.
Treasury Solutions:
Real-time cash flow and risk management tools for enhanced operations.