Rule mapping

Link your information to the underlying regulation for complete oversight of the compliance process.

Regulation updates

Automatic notifications and updates when the regulation tracked by Axiom changes.

CASS 10 Resolution Pack

Automatically produce a CASS 10 Resolution Pack and automate the process of keeping it up to date.

Full CASS guidance

Axiom Pro comes with the CASS Director Rule Pack as standard, giving you full access to our U.K. Client Assets features.

Trust acknowledgement letters

Generate trust acknowledgement letters whenever a new account is opened. Manage the entire process online with electronic signing or store signed scans in Axiom.

On-premises or cloud installation

Axiom Pro can be delivered either in the cloud or as an on-premises application for hosting on your own servers.

  • Trusted by financial services leaders

    Axiom is used by small, medium, and large firms within the UK. We’d be delighted to provide references on request for you to hear how some of our existing customers are benefiting from the platform.

  • Safe and secure

    Whether installed on-premises or used in the cloud, the safety of your information is our greatest concern. Axiom ensures your data is kept secure through rigorous application of industry best practice in the areas of encryption, authentication and user access.

  • Solutions for every business

    Whether you are a small, medium or large regulated firm, we’re confident that there is an Axiom edition that can add value to your business. Please ask us for more information about how Axiom could help solve your compliance challenges.

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Axiom for Small Firms

  • Manage and update compliance information for one regulatory area
  • Rule mapping to relevant regulation
  • Automatic notification of regulatory changes
  • Automated document reviews and reminders
  • Build governance logs and a full audit trail
  • Dashboards and MI

Axiom Pro

All Axiom for Small Firms features plus:

  • Manage multiple regulatory areas
  • Delegate attestation and approval to team members
  • Automatic acknowledgement letter management available
  • Install on-premises or securely in the cloud
  • Electronic signing of contracts with Adobe Echosign
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Axiom Enterprise

All Axiom Pro features plus:

  • API integration with your own systems
  • Manage distinct information for multiple legal entities
  • Customise your data schema for advanced information management
  • Consultancy and guidance from our experts
More Details
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