Advanced Data Management, Analytics and Reporting

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Tax and DCIO Reports

  • Multi-State Tax and Global Tax Reports - Gain unprecedented transparency into the underlying data held in omnibus accounts across distribution channels, and manage U.S. state and local – as well as international – tax obligations more accurately and efficiently
  • DCIO Reports - Defined Contribution Investment Only (DCIO) reports provide transparency into fund reporting for retirement plans
  • FundFile - FundFile is a powerful research tool specially designed for the European and Asian fund industry. A data mine of exceptional depth and breadth, FundFile tracks over 80,000 funds sold globally each month and provides comprehensive information - not only on the funds but also the companies that sell them. Company and fund profiles are accessible at the click of a mouse whilst the Report Generator helps subscribers to see how different markets are really working.