Individuals subject to tax in Switzerland can import their tax statement directly into their canton's declaration solution, and the "Wertschriften- und Guthabenverzeichnis" is completed automatically. As a financial services provider, do you offer your customers this added value?
Datalevel takes over the production, including acceptance and annual recertification process of Swiss e-tax statements as a managed service.
Datalevel supplies you with tax documents, also for customers liable to tax abroad, and supports you with further services in the tax environment.
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.
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.
- 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)