Built for Brokers.
Backed by Tax Experts.
Add taxes to your offering to realize the full potential of holistic financial services.
The challenge
Critical gap in financial planning
Most financial services providers overlook tax planning as an avenue for financial planning. Your platform can bridge this gap with tools that simplify taxes and maximise savings.
P&L at Scale
Ingest and process securities settlements at scale—built from the ground up for volumetric data
Accurate Tax Engine
Tax engine back tested by accountants in real world by filing hundreds of thousands of tax returns
In-depth Tax Reports
Offer in-depth tax reports, including Capital Gains Statement and Tax P&L report ready for filing
Branded P&L Page
Empower users to track tax p&l and access tax reports from P&L pages customised for your brand
Integrated with the best in the industry
Make taxes a growth funnel for your platform
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