OUR PROMISE
Why waste time on incomplete and inconsistent tax data from your clients’ wealth managers, when you can acquire a single source of information for offshore fund reporting? We pride ourselves on maintaining the best fund coverage in the financial services market to give you total confidence in your client tax reporting. And, because our approach is tailored, you get the specific data you want, in the format you need, along with clear guidelines on how to use it.
Transform the calculation of tax liabilities for your clients’ offshore investments into a simple, streamlined process to see immediate improvements in accuracy and efficiency.
One reliable data source for all your offshore reporting & accounting needs
EASILY IDENTIFY OFFSHORE INVESTMENT
FUNDS AND TAX LIABILITIES
TESTIMONIALS