FAQ

Answers to Your Most Common Questions

Everything you need to know about using Datox – from platform features and data security to setup, support, and customization.

Who are Datox’s primary users?

Datox primarily serves fund managers, prudential advisors, and service providers who need to stay on top of complex regulatory requirements. This includes hedge funds, private equity firms, asset managers, and advisors responsible for ensuring compliance with various local and international regulations. Our platform automates and streamlines the reporting process, reducing manual workload and minimizing errors for these key stakeholders.

Datox currently supports Annex IV (AIFMD) transparency reporting, covering the requirements set forth by EU regulators. Our solution is continuously evolving to include additional regulatory obligations, ensuring that our clients can seamlessly manage their compliance needs as regulations change.

We support the UK Financial Conduct Authority (FCA) reporting requirements and all European Securities and Markets Authority (ESMA) jurisdictions. Our platform is designed with flexibility in mind, allowing us to expand coverage to new regions and regulatory frameworks quickly and efficiently.

Yes. We are currently in the testing phase for our Form PF solution, which will address the reporting requirements of the U.S. Securities and Exchange Commission (SEC). Once fully launched, this feature will enable users to manage their Form PF submissions with the same level of automation and accuracy they’ve come to expect from Datox.

Absolutely. Our standalone report conversion feature allows users to bring their XML (or other structured) report outputs and convert them into the format required by any other jurisdiction or regulator. This flexibility helps you maintain compliance across multiple reporting frameworks without juggling separate systems.

Yes. Datox provides powerful transformation features that let you tailor reports to your specific needs. Whether you have unique data points to include or non-standard formatting requirements, our platform empowers you to configure and customize each report, ensuring you remain fully compliant with specialized or evolving regulations.

Datox integrates advanced AI and machine learning algorithms to automate data collection, validation, and transformation. By intelligently mapping your source data to regulatory templates, our platform helps identify potential discrepancies or errors before submission. This reduces manual intervention, lowers the risk of non-compliance, and speeds up the entire reporting lifecycle. Over time, the AI continuously learns from your organization’s data and reporting patterns to deliver more accurate, efficient compliance workflows.

Yes. We have undergone rigorous third-party audits to meet both SOC 2 Type II and ISO 27001 standards. This means our platform and internal processes adhere to globally recognized data security and privacy practices, giving you peace of mind that your information is handled with the highest level of integrity.

By default, your data is hosted on Microsoft Azure cloud servers located in the UK. If your organization operates in other regions with specific data residency requirements, we can deploy regional databases within Azure to ensure compliance with local data protection laws and regulations.

Datox employs a multi-layered security approach, including end-to-end encryption (both at rest and in transit), strict access controls, and continuous monitoring for potential threats. Our infrastructure is built on Microsoft Azure, leveraging its best-in-class security features and certifications. Additionally, we maintain robust internal policies, regular security audits, and ongoing training to keep our team vigilant and your data protected.

No. We do not share your data with external parties. All information you provide remains strictly confidential.

While our platform is designed to be intuitive and easy to navigate, we offer comprehensive onboarding assistance to all new users. This includes personalized training sessions, detailed documentation, and dedicated customer support to ensure you’re fully equipped to leverage Datox’s features and streamline your reporting processes from day one.

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