Tax Suitability Tests for the Financial Industry

Can you determine, at a glance, which investments are tax suitable for your clients in each jurisdiction?

With our cloud services, we can help you. No IT project, no hassle, no complications: just a list of ISINs.

How to Detect Tax Bombs?

"Increased tax rate" seems obvious, but have you ever thought about the consequences of "non-deductibility of losses"? In some cases, income tax can take away more than half of portfolio performance! Do not shoot in the dark and hope for the best... or wait until a tax bomb blows off.

We have an online, automated, service to help you.

Tax Radar®: Tax Suitability Scan for Portfolios