The powerful Tax Advanced Monitoring Investment Solution
(TAMIS) of Indigita
Developed together with BRP Tax SA, TAMIS 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.
TAMIS is powered with the data provided by the leading tax knowledge provider BRP Tax SA, and allows users to obtain instant, straightforward and accurate answers related to the tax treatment and tax suitability of all financial products in over 80 countries.
The application is hosted on a secure infrastructure in the Swiss cloud and requires no integration.
WHAT MAKES TAMIS SO ROBUST?
Exceptional precision: Thanks to data provided by SIX and BRP Tax, you get the tax suitability and tax treatment advice on a country-by-country basis for more than 80 jurisdictions.
ISIN-based: 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.
No integration: TAMIS requires no integration effort and is hosted on a secure infrastructure in the Swiss cloud.
WITH TAMIS, FINANCIAL INSTITUTIONS CAN:
Build tailor-made tax suitable recommendation lists by target market.
Compare financial products by tax ratings.
Identify tax "toxic" products.