- Implementation of requirements for client taxation
This pertains to topics such as German final taxation, European savings directive, Withholding tax agreements CH-AT/UK, Automatic exchange of information/OECD-CRS, FATCA or US QI reporting. Numerous international projects stand for our knowhow regarding these regulatory subjects.
- Internationalization of software solutions
We have supported clients in various countries in making core banking systems such as Avaloq (Avaloq Evolution AG) and Olympic (ERI Bancaire S.A.) ready for transnational deployment.
For German tax calculation and tax reporting (e.g.: consolidated tax certificate, consolidated earnings statement) we cover the topic of WM-data (financial instrument information by WERTPAPIER-MITTEILUNGEN, Keppler, Lehrmann GmbH & Co. KG) with a comprehensive rule set to classify financial instruments, income data, corporate actions and investment fund data for German tax purposes. The feed with this information can be bought as a service with different update time intervals.
Beyond that we have extensive consultancy expertise on the following topics:
- Asset management
- MIS (Management Information Systems)
- Test management and test execution (for core banking systems, etc.)
- Product management