From messy inputs to automated outcomes.
Different organisations arrive at Datox with different reporting obligations, but the shape of the problem is consistent: data from many sources, rules applied by hand, deadlines that do not move, and a review process held together by experience.
Who uses Datox
Fund administrators
High-volume reporting across many funds and clients, with multi-jurisdiction filings and client deliverables.
Learn moreAsset managers & AIFMs
Regulatory filings, investor reporting and internal reporting drawn from multiple administrators and custodians.
Learn moreBanks & financial institutions
Entity, investment, management and operational reporting with a controlled audit trail.
Learn moreProfessional services firms
Recurring client deliverables produced at scale without proportional headcount growth.
Learn moreEnterprise finance & operations
Consolidated financial and operational reporting across entities, locations and business units.
Learn moreWhat gets automated
Regulatory filings
Framework-driven reporting from source data to regulator-ready output.
Learn moreFund & investor reporting
Factsheets, investor packs and performance reporting on a recurring cycle.
Learn moreFinancial & management reporting
Consolidation, close reporting and board packs from fragmented sources.
Learn morePortfolio & deal reporting
Position, valuation and deal-level reporting for investors and internal committees.
Learn moreData consolidation & reconciliation
Bringing inconsistent sources together and proving they agree.
Learn moreOperational & recurring reporting
Service, KPI and operational reports produced on a fixed schedule.
Learn more