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Reduce error rates
Increase straight-through processing
Eliminate data inconsistencies
Reduce operational risk
Improve cash flow
Reduce processing costs
Enhance client satisfaction
Expand revenue streams
Enhance efficiency in operational tax
Unified data management for all key tax operations. Automate workflows with complete auditability, using our no-code platform – eliminating manual, error-prone processes across the tax lifecycle, from account opening to reporting.
Tax document management
Tax document management
Capture, produce, renew, and solicit documentation required to achieve tax relief, via relief at source or tax reclaim.
Relief at source
Relief at source
Enacting tax documentation on file, automating manual and time-consuming processes for applying relief at source.
Tax reclaims
Tax reclaims
End-to-end tax reclaim processing, from income payments to capturing reclaim opportunities to end payment reconciliation.
Electronic filing
Electronic filing
Output and transmit electronic tax data to a tax authority or another financial intermediary in the custody chain.
Rate determination
Rate determination
Supply tax information, calculations, documentation requirements, and other data to output channels and upstream systems.
Tax document intelligence
Tax document intelligence
Extract data from any tax document format, including handwritten, using AI. Automate validation and document matching through user-defined business rules, and manage the entire workflow - from ingestion to distribution - from a single UI.
US tax reporting
US tax reporting
Leverage data ingestion, reconciliation, and process automation to automate non-qualified intermediary reporting to the IRS.
Capital gains tax
Capital gains tax
Use rules to automatically capture liable transactions, calculate taxes to charge, and report to clients, tax authorities, or withholding agents.
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.
