inApp Tax
ADVANCED CROSS-BORDER TAX SUITABILITY COMPARATOR
Discover inapp tax
inApp Tax is designed to support financial planners and portfolio managers in evaluating the tax impact of an entire portfolio for different geographical markets and special tax regimes.
It allows financial institutions to keep investments with a toxic tax effect out of their clients’ portfolios.
What makes inApp so powerful?
90+ jurisdictions for private banking services.
To obtain comprehensive information on the tax suitability of financial product(s), you simply need to enter one or more ISIN codes and identify the country of applicability.
Users can quickly identify suitable products, perform country comparisons, and compile tailored recommendation lists, enhancing decision-making efficiency.
For added convenience, users can export their findings into an Excel file, facilitating seamless integration into their workflow.
A stand-alone, cloud-based solution hosted in Switzerland.
Business use case
Portfolio optimization and tax suitability
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FAQ
The inApp Tax enables to easily compare Tax Suitability answers across multiple jurisdictions, providing users with a comprehensive overview across different jurisdictions.
The inApp Tax supports financial planners and portfolio managers in evaluating the tax impact of a portfolio across different jurisidictions and special tax regimes.
inApp Tax covers over 90 jurisdictions which are kept up-to-date, always reflecting the BRP Tax Country Manual updates.
Yes, the results can be exported in Excel format.
Yes, upon request, SSO can be configured.
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Do you have further questions? No problem!
Contact us by phone, email or contact form – together, we will clarify all open questions and advise you on the optimal training solution for your company.