Unique

TAX SOFTWARE MONITORING ITALIAN ASSETS HELD ABROAD



AboutThe Client


Based in Lugano, Switzerland, the Company is specialised in the processing of financial, tax and asset data (Stocks, Bonds, Forex, Derivatives, Currencies and Funds) under Swiss law. Their services are aimed at private clients, lawyers, tax consultants, accountants, trustees, private bankers, trustees and institutions.

The team is composed of professionals who have consolidated experience in the financial and TAX fields related to both nationally and internationally, in banking, trust and multinational structures.

Thanks to a wide and efficient network of professionals, the Company is able to manage and coordinate mandates at an international level, guaranteeing and ensuring an impeccable level of competence and professionalism.

Application Features

  • Innovative programme for the management for foreign incomes (UNICO).
  • Assistant to the compilation of the frameworks RW, RT, RM, CE, IVIE, and IVAFE.
  • Easy to use and simple access Internet utility.
  • Fully compliant with Italian tax regulations 2015, 2016, 2017-2019.
  • Simple and fast input via ISIN code even for multiple banking relationships.
  • Immediate tax categorisation of financial instruments.
  • Software application for Trustees and Accountants.
  • Real-time generated outputs (PDF), compliant to the Italian tax returns model.

Case Study Unique: TAX SOFTWARE MONITORING ITALIAN ASSETS

The application perform real-time queries (CORS) from the the FIDA Financial Database server provided in a JSON format. FIDA collect fund prices, dividends, histories, and factsheet data for over 50.000 onshore and international funds. their data collection includes:

  • European and global investment funds, pension funds;
  • Life insurance funds, offshore funds, ETFs, and hedge funds;
  • Bonds and equities data;
  • Prices, dividends, corporate actions (capital events) and histories;
  • Performance, volatility and key investment ratio figures;
  • Factsheet information holdings, sector/region weightings;
  • Asset allocations;
  • Extensive benchmark coverage including benchmarks;
  • Etc.

Unique Tax Application Slide

Case Study Unique: TAX SOFTWARE MONITORING ITALIAN ASSETS
Case Study Unique: TAX SOFTWARE MONITORING ITALIAN ASSETS
Case Study Unique: TAX SOFTWARE MONITORING ITALIAN ASSETS
Case Study Unique: TAX SOFTWARE MONITORING ITALIAN ASSETS
Case Study Unique: TAX SOFTWARE MONITORING ITALIAN ASSETS
Case Study Unique: TAX SOFTWARE MONITORING ITALIAN ASSETS
Case Study Unique: TAX SOFTWARE MONITORING ITALIAN ASSETS
Case Study Unique: TAX SOFTWARE MONITORING ITALIAN ASSETS
Case Study Unique: TAX SOFTWARE MONITORING ITALIAN ASSETS
Case Study Unique: TAX SOFTWARE MONITORING ITALIAN ASSETS
Case Study Unique: TAX SOFTWARE MONITORING ITALIAN ASSETS
Case Study Unique: TAX SOFTWARE MONITORING ITALIAN ASSETS
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