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G2 FinTech specializes in tax analysis and
compliance software for the investment
management community.
Tax Analysis of Securities Transactions (TAST)


Tax adjustments   ...meets critical business requirements
wash sales book & tax book reporting accuracy
constructive sales on-demand, pre-trade decision support
straddles confidentiality of client/investor data
qdi, drd & 263(h) flexible run-time options

For a Phase-3 ready Cost Basis Reporting solution, a subset of TaxGopher
addresses single-account, single-CUSIP, wash-sale-only requirements.
International Compliance
Software from Advent and G2 FinTech, the German Tax Module helps
funds meet German Investment Tax Act requirements with reports on:
sources & income types    allocation ratios
equity gain    interim profit    withholding tax


UCITS Directives Module provides reports to summarize compliance
with the UCITS regulations, including the 5/10/40 Rule (concentration constraints).
 
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