What is due in the next 90 days?
Nothing in a family office fails loudly. An insurance binder lapses. A franchise tax is paid late. A foundation ends the year short of its required distribution. Each one is somebody’s job, and each one was in a document nobody opened this quarter.
AXIOM reads the entities, the fiscal calendars and the documents, and puts the next ninety days on one page with a date, an amount where there is one, and a name.
Four data points and a flag.
Filings by entity
Tax returns, franchise taxes, annual reports and registrations across every entity and jurisdiction, dated.
Thresholds
Required distributions, minimums and caps — the foundation’s 5%, trust distribution terms — with the shortfall computed today.
Document expirations
Insurance binders, powers of attorney, leases, licences: what expires when, from the documents themselves.
The flag
Anything inside the window with no owner assigned.
What the answer looks like.
A fictional book, the real mechanism. The headline, the data, the flag, and the source chain — in that order, every time.
| Form 1041 · Dynasty Trust | Oct 15 | WARNING | |
| Yacht policy renewal · Barlow Marine | Oct 31 | WARNING | |
| Delaware franchise tax · 3 LLCs | Nov 1 | ||
| Insurance binder · Lakehouse | Nov 12 | no owner | CRITICAL |
The Lakehouse binder falls due in 62 days and nobody is assigned to renew it.
- Legal entities · deadlines
- Documents · expiry dates
- Data, not legal advice
A different question, not a better chart.
Deadlines live in engagement letters, trust instruments and PDF binders — not in a portfolio system. Consolidated reporting platforms are built to value assets, not to read obligations. AXIOM reads them, and it re-reads them every week.
The number, then the decision.
Eleven items in ninety days. Two are critical. One of them, a binder lapsing in 62 days, has a name next to it by lunchtime. The framework will still be watching in week twelve.
AXIOM, answered.
Does AXIOM file anything or send reminders on its own?
It stages. A reminder or a task is prepared, shown to a named person, and sent only when they approve it. Nothing leaves the platform without a human saying yes.
Is this legal or tax advice?
No. AXIOM surfaces dates and amounts from your own documents and entity records. Your counsel and accountants remain responsible for the filings themselves.
How do documents get in?
Uploaded in the documents step of onboarding, or forwarded by your advisors. Expiration dates are read from the document and confirmed by you.