Taxes

Taxes

Declaration, fully digital

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.

CH e-tax statement

View a Data Refinery Box e-tax statement example: View Example

► Video-demo Use case

International tax statement

White-labeled and highly parameterizable, based on cleansed, consolidated and verified data.

Feature-list Use case private bank
Data services

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.

Use case

Data hub

Data from various data sources is processed automatically and made available to various recipients.

Use case
Data presentation

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)
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