Overview After-Tax Performance Enterprise Data Integration Performance & Attribution
Knowledge Tier Platform Accounting Transactions Smart Data Tax Expense
Business process integration for Investment ManagersSM

iKindi Tax Expense

After-tax performance measurement. Accurate. In real time.
iKindi Tax Expense is designed specifically to drive after-tax performance measurement. Our innovative toolset works within the framework of your daily accounting cycle to deliver real-time tax expense calculations to your performance measurement application for the fixed-income and other securities you manage. Tax expense calculations stay accurate with iKindi’s rules-based design, and because the calculations are tied to your security and account master, reflecting any changes originating there.
Control change and gain flexibility with iKindi's business rules
Actively manage the rules and workflows that drive your business. iKindi Knowledge Tier provides the tools. Your business experts change rules as conditions change. Tax expense calculations stay accurate and up-to-date.
Starter Kits mean you realize immediate value
iKindi Tax Expense comes pre-configured with the rules and workflows you need to get started. It's not a blank piece of paper. We reflect industry best practices. You are up and running in the least time possible.

iKindi Tax Expense delivers

Calculate tax expense per account holding on a tax lot basis, incorporating all federal and state tax rates

Purchase conditions, accrual and amortization figures are available on-demand, daily or monthly

Tied to your security and account master, reflecting any changes dynamically

Comply instantly with new tax laws, regulations or client mandate changes using a flexible and user-friendly rules editor.