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Recent updates:

George Michaels continues to keep the topic of tax-aware investing (TAI) alive and well. Wall Street Letter's commentary section features "Tax Aware Investing Technology," Mr. Michaels thoughts on how investors can now use computer algorithms to avoid the year-end crunch and perform tax-loss harvesting as well as other TAI techniques all year long to optimize after-tax returns.

G2 FinTech provides European
compliance add-on modules and financial
services data warehouse software to the investment management community.
European Compliance Financial Services Data Warehouse

German Tax Module

G2 UCITS Compliance Reporting


G2 Data Warehouse


Resources

The G2 FinTech Tax Analysis of Securities Transactions Resource Page

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