Login
Your challenges
Operational taxes are constantly subject to arrays of new, evolving, and complex regulations. It means today’s financial intermediaries are facing increasing volumes of work.
This presents new risks for any financial intermediary wanting to remain competitive while offering tax services.
Intermediaries are expected to accurately handle trading data and income generated from financial assets in a timely and compliant approach. All the while providing best in class tax relief services.
Success thus depends on an ability to access reliable and trustworthy data and solutions that are enterprise grade, reliant, and scalable.
Tax documentation management
Automated capture, production, renewal, and solicitation of all documentation required to achieve tax relief (via RAS or Reclaim).
Tax relief at source (RAS)
Automation of processes required for RAS, including collection, production, and submission of breakdown of holdings on omnibus accounts, tax elections, withholding statements.
Tax reclaim management
End-to-end tax reclaim processing, from income payment and reclaim opportunity capture to end payment reconciliation.
Tax rate determination
Tax information, calculations, documentation requirements, and other data supplied to output channels and upstream systems.
US tax reporting
Automated reporting process through data ingestion, reconciliation, operational processes and onward report production and distribution. Addresses specific requirements of US regulatory tax reporting around 1042-s, 1099 and annual IRS submission.
Transaction / capital gains tax
Management of rules to automate the process of capturing liable transactions, calculating amount of tax to charge and reporting it to clients, tax authority, or withholding agent.
Tax intelligence*
Capture regulatory alerts and manage regulatory change through structured workflow, including production and distribution of market updates to end clients, using a fully controlled and auditable tool.
Key benefits
Manage intricacies and challenges of complex withholding tax requirements, transaction taxes, and tax reporting.
Configure your own rules to reduce dependence on other teams.
Seamlessly integrate with your internal data sources and existing applications
Safeguard your business with a strong focus on control, risk management, and regulatory compliance.
Fully auditable with control mechanisms.
Scalable solution providing live intra-day tax calculations and processing millions of documents and transactions annually.
Tax documentation management 
Tax relief at source (RAS)
Tax reclaim
US rate determination
US tax reporting
Transaction tax / Capital gains tax
Tax intelligence*
Automated capture, production, renewal, and solicitation of all documentation required to achieve tax relief (via RAS or Reclaim).
Watch our demo
Automation of processes required for RAS, including collection, production, and submission of breakdown of holdings on omnibus accounts, tax elections, withholding statements.
Watch our demo
End-to-end tax reclaim processing, from income payment and reclaim opportunity capture to end payment reconciliation.
Tax information, calculations, documentation requirements, and other data supplied to output channels and upstream systems.
Automated reporting process through data ingestion, reconciliation, operational processes and onward report production and distribution. Addresses specific requirements of US regulatory tax reporting around 1042-s, 1099 and annual IRS submission.
Management of rules to automate the process of capturing liable transactions, calculating amount of tax to charge and reporting it to clients, tax authority, or withholding agent.
Capture regulatory alerts and manage regulatory change through structured workflow, including production and distribution of market updates to end clients, using a fully controlled and auditable tool.
Product enhancements such as the automation of tax processes, which we will look to replicate in other markets, directly benefit our foreign institutional clients such as global custodians, sovereign wealth funds, and asset managers by providing faster turnaround times and improved accuracy.
