Solutions and products from datalevel
B2B and end customer service
Our service offering is characterized by our holistic approach, high degree of automation, and continuous quality controls throughout the processes. We have long-term experience in technical analysis, integration of third-party systems, and support you from the onboarding of our services to the support of your clients.
As a classic B2B service provider, we also have a first B2C offer in our portfolio with the Swiss e-tax statement for IBKR customers, see below for more information.
All our services utilize our continuously improved Data Refinery Box, which has been in operation for over 10 years.
Your Swiss Interactive Brokers tax statement
Ordered and delivered directly
As a natural person liable for tax in Switzerland, we will provide you with an e-tax statement from the 2025 tax year. Reduce your declaration effort as an IBKR customer to a minimum.
Contact us at ech@datalevel.ch for more information.
In order for us to produce your tax statement, you must first link our IBKR account with yours. How to do this is described in the Onboarding Guide.
An example compatible with the Swiss e-tax statement standard is also available.
Tax products and services for B2Bs
Declaration, fully digital
With our white-labeled tax services, we provide you with high-quality, annually re-certified e-tax statements, international tax statements, and automated tax refunds for your clients.
Swiss E-Tax Statement
Since the introduction of the eCH-0196 E-Government Standard, tax-liable natural persons in Switzerland can import their tax statement directly into the declaration solution of their canton. The "securities and credits list" is automatically filled out. Do you, as a financial service provider, offer this convenience to your customers?
Datalevel takes care of the production, including the acceptance and annual re-certification process, of Swiss e-tax statements as a managed service.
International Tax Statement
White-labeled and highly parameterizable, based on cleansed, consolidated and verified data.
Lump-sum Taxation
For foreign nationals who live in Switzerland and have a corresponding agreement with their canton of residence.
Tax Reclaim Service
Our Tax Reclaim Service automates the tax refund process for your customers with a residence in Germany and assets in Switzerland.
Data services
Autonomous integration layer
With the Data Refinery Box, datalevel owns an autonomous, technical integration layer. This provides financial intermediaries with customized data services in a white label approach. As an open banking enabler for the classic disciplines of "payment", "financing" and "investment", or for opening up additional markets.
Data Feed Asset Managers
Via the Data Refinery Box, banking system data is delivered to external asset managers. Initial and delta loads are managed and provided via the defined output channel in various formats and with the likewise defined periodicity.
Data Hub
Data from various data sources is processed automatically and made available to various recipients.
Data presentation
Interactive user interface
For you and your customers. Web platform that can be adapted to your corporate identity, controlled and personalized by applying a user-role concept. Access protection is ensured by Futurae's authentication solution.
Web Platform
- White-labeled
- Adaptable to corporate identity
- Responsive design
- User role concept
- Strong authentication (2FA)
- Chart integration
- Widget based dashboard
- Element configuration by super user
- Customizable views
- Optional drill-down functionality
- Data warehouse compatible, standardized data preparation methodology (facts + dimensions)