News on MiKaDiv reporting - an opportunity to increase efficiency through automation and compliance with TaxTrail
Zurich, Sep 2024
With the introduction of MiKaDiv reporting in 2026 for applying for German tax certificates, financial institutions are faced with a variety of new re ...
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How We Leverage MongoDB to Power aSpark
Zurich, Jul 2024
In the dynamic world of investment campaigns, efficient data handling and precise targeting are crucial for delivering impactful campaigns and seamles ...
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TaxTrail – the new software for applying for German tax certificates along the entire custody chain
Zurich, May 2024
With the introduction of the notification procedure for capital income tax on dividends from shares and depositary receipts (MiKaDiv) starting in 2025 ...
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MiKaDiv Reporting - New requirements for applying for German tax certificates from 2025
Zurich, May 2024
The new notification procedure for capital income tax on dividends from shares and depositary receipts (MiKaDiv), which will be introduced on 01.01.20 ...
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LGT Bank (Schweiz) AG implements aSpark
Zurich, May 2023
LGT has successfully rolled out aSpark, Confinale’s innovative and sophisticated Investment Communication Management solution, in Europe. The rollou ...
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How LGT now delivers new investment ideas to clients in real time
Zurich, May 2023
More than ever, banks and financial service providers in the investment sector are faced with the challenge of offering their customers a perfect user ...
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reclaimer® now available on Temenos Exchange
Zurich, Jan 2022
Get money back from overpaid withholding tax with the market leading software solution reclaimer®. As of today, the reclaimer® software, which manag ...
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A new way to increase assets under management
Zurich, Jan 2022
Banks offering personalised, thematic investment proposals to their clients successfully outperform the competition and generate double-digit growth r ...
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Compliance Client View - the tool for optimised compliance processes in Avaloq
Zurich, Dec 2021
Do you know the problem that, for a customer analysis, you often have to compile data over several work steps and prepare the data manually? Most of t ...
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New aSpark software for emotionalised and personalised investment advisory
Zurich, Oct 2021
Today's brain research proves that financial decisions are not rationally controlled, it is emotions rather that are decisive in the selection of fina ...
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As of this week: Upon demand, Swiss banks must be able to deliver IRS group-request-information within 10 days!
Zurich, Sep 2019
As a result of the latest changes to the Swiss-US double taxation treaty, IRS group requests have become a challenging reality for Swiss banks. Extrem ...
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MROS is preparing for the fight against money laundering
Zurich, Jul 2019
Suspected cases of money laundering in the Swiss financial centre must be recorded on a web portal of the relevant authority in future. For this repor ...
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eFillr - Electronic Transmission of Withholding Tax Reclaim Requests
Zurich, Jun 2019
The rapidly progressing digitisation offers financial service providers as well as administrative authorities valuable opportunities to improve effici ...
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Migration from AngularJS to Angular
Zurich, Apr 2019
In the summer of 2017, faced with Google’s announcement that it would be ending support of AngularJS, we decided to migrate our product, reclaimer® ...
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