Tax Expense Solution

An innovation in after-tax performance calculation

iKindi's Tax Expense Solution is designed specifically to drive after-tax performance measurement across the firm. Our Tax Expense Solution binds together a set of tools that will:

• calculate and generate a complete, and accurate, set of accounting transactions for fixed income and the other securities you manage.
• calculate tax expense, per tax lot and account holding
• free these calculations from the month-end batch process
• open up the value of the tax expense results by creating oportunities for portfolio managers to develop one-to-one tax aware investment strategies for customers
• work within the framework of your daily accounting cycle to deliver real-time tax expense calculations for the fixed-income and other securities you manage.

On-demand calculation brings new opportunities to the front office

Portfolio Managers see the tax implications of their investment strategies on-demand, whenever they need. Model tax effects. Create one-to-one tax-aware strategies. New tools to capture new opportunities.

Learn more about iKindi's Tax Expense Solution