The comprehensive entity management solution for T/CSPs, accountants, family offices and corporate groups, which is developed, maintained and supported locally on the Isle of Man.
Managing Multiple Entities Is Complex and Time Consuming. Auxilium Reverto Is The Answer
Managing client companies and entities means juggling a constant flow of responsibilities: CDD reviews, statutory filing deadlines, CRS and FATCA reporting, invoicing, time recording and countless deadlines. For corporate service providers and accounting professionals, keeping all of this under control is no small task. Spreadsheets and legacy systems have often failed to keep pace with modern day compliance and risk requirements; one missed deadline or overlooked requirement can have real consequences. It’s time for a smarter way.
Imagine one system that brings everything together, keeps the right people informed, and gives you complete confidence that obligations are being met.
Introducing Auxilium Reverto
Created in collaboration with accredited Isle of Man industry experts, Auxilium Reverto unifies everything you need to manage entities, clients, individuals, contacts, and the complex relationships that connect them. All of it lives in one seamless, integrated system.
The platform is built to keep your team informed and accountable. Automated notifications, intuitive colour‑coded dashboards, and a full audit trail ensure nothing is missed and, every action is traceable.
Auxilium Reverto supports the management of:
Core Capabilities
Entity & Client Management
Manage companies, trusts, foundations, partnerships and more across multiple clients, with full relationship mapping between entities and individuals.
Alerts
A customisable Alerts dashboard ensures that the right users are always aware of their most pressing responsibilities and enables managers and supervisors to get a quick overview of all work outstanding. User-defined Tasks can also be created with a specific alert date and a user responsible.
Warnings
Warnings are displayed when viewing or selecting Entities and Individuals, where applicable. These can be both system generated and user defined.
Statutory Forms & Registers
Produce statutory registers and Isle of Man statutory forms and statutory registers directly from the data already held in the system, keeping records consistent and accurate across all submissions.
Assets & Liabilities
Record and manage entity assets, including properties, valuations, insurance, and tenancy agreements, alongside mortgages, charges and loan notes, all in one place.
Time Recording & Invoicing
Log time and costs against clients and entities, monitor chargeable percentages against targets, and generate invoices as Microsoft Word documents, all within the same system.
IOM FSA Reporting
Fields and options are aligned to current IOM FSA reporting requirements, feeding into a dedicated export to keep the submissions process straightforward.
Risk Management
Record and monitor risk information for both entities and individuals, including PEP and CEP classifications, source of funds, conflict of interest and associated country risk.
Compliance & CDD
Monitor Client Due Diligence review dates, manage identification items, and receive automated alerts when requirements fall due.
Returns & Deadlines
Track and manage annual returns, tax returns, VAT returns, AGMs and other filing obligations, with colour-coded status views and deadline alerts.
Payments
Full payment management with customisable checklists and a multi-layer sign-off process to match your internal authorisation control.
CRS & FATCA
Manage classifications, account reports and controlling persons through a dedicated module, then export XML submission files ready for submission to the relevant tax authorities.
Document Integration
Access and manage all documents relating to a client or entity directly within the system, using familiar folder and file management controls. No switching between applications to find what you need.
Why Choose Auxilium Reverto
Support and Maintenance
Support & Maintenance fees cover telephone, email and onsite support, along with all software updates released during the licence period. We are committed to providing a responsive, reliable support service. This is from initial implementation through to day-to-day use.
Client-Driven Development
Our development direction is guided by the professionals who use the software every day. We actively seek client feedback, iterate continuously, and maintain open communication about priorities and progress. This is not a generic off-the-shelf product; it is a solution shaped by the industry.
Straightforward Migration
We understand that data migration is often the biggest concern when switching systems. We have import tools for many other entity management packages and will work with you to make the transition as smooth as possible.
Installation
Reverto is a Windows-based desktop application that connects to a database to manage your business operations. The good news? You don’t need to worry about the technical details, just pick the deployment option that fits how your organisation already works. Not sure which option is right for you? Contact us.
Deployment Options
On-premises: Software and data live on your own servers, right where you are.
- Everything stays local. Your data never leaves your building; it’s stored on a server you own and control.
- Runs on your workstations. Staff open Reverto just like any other programme on their computer, connected over the office network.
- Simple installation. Reverto is distributed via a shared folder on your network with no complex setup required for end users.
Cloud – Hosted: Software and data live on secure Cloud infrastructure, accessible from virtually anywhere.
- Work from anywhere. Users log in remotely and use Reverto exactly as they would in the office; nothing changes day-to-day.
- No servers to maintain. You don’t need any physical hardware on-site, ideal if you want to reduce IT overhead.
- Cloud-hosted, not cloud-native. Reverto can run in the cloud, and many cloud deployment options are supported.
Our Development Ethos
Our development direction has always been driven by listening to the users of our products. Our ethos emphasises collaboration, feedback and continuous improvement to deliver high-quality solutions tailored to our clients business requirements.
Client collaboration
We actively seek, review and integrate feedback, ensuring our systems evolve to meet real-world needs.
Quality through iteration
Continuous iterations informed by client experiences allow us to refine features, enhance functionality, and ensure the reliability of our solutions.
Transparency and trust
We are committed to keeping clients informed about development priorities and progress through regular face-to-face communication.
By placing our clients’ at the center of everything we do, we are dedicated to developing, supplying and supporting our products for many years to come.
Ready to Find Out More?
If you would like more information or would like to arrange a no obligation demonstration of the capabilities of Auxilium Reverto, then please do not hesitate to contact us.