Datalevel is pleased to announce that Mattis Deisen has assumed the position of Chief Technology Officer (CTO) as of mid-September. In this role, he will drive the technological advancement and innovation of the company.
Mattis Deisen has been a partner at datalevel since 2022 and brings extensive experience in data and technology management. He holds a Master of Science in Applied Data Science from the Frankfurt School of Finance & Management and previously worked in various technology roles at Deutsche Bank in Frankfurt before joining datalevel.
As CTO, Mattis Deisen will be primarily responsible for the strategic development of our technology stack, advising our clients on integration matters, and spearheading the implementation of new features and services, including in the area of machine learning.
Peter Strittmatter, who has served as CTO since the founding of datalevel, will remain part of the executive team as Chief Financial Officer (CFO) and will further focus on his role as a Data Engineer.
(April 2023) datalevel - The newly launched price calculator allows financial intermediaries to calculate the service costs for producing Swiss E-tax statements, based on complexity factors and order volume. A unit price per statement and period applies, regardless of the number of portfolios and positions.
The service costs include the initial and annual certification with the Swiss Tax Conference (SSK), where datalevel has been recognized as a provider for several years. Adjustments to the E-government standard underlying the E-tax statement are taken into account, and we take care of the technical development. Highest automation, comprehensive and intelligent processes for analysis and tax-compliant treatment of corporate actions, cancellations, reinvesting fund income are enabled by our Data Refinery Box (DRB) for highest quality and traceability. The current price information of the Federal Tax Administration (FTA) is automatically integrated into the process.
Whether you are a bank, asset manager, investment platform provider, or robo-advisor: Our long-standing expertise enables you to focus on your core business. The initial onboarding requires minimal engagement of your IT resources. So save time, nerves, and costs and trust us with this process.
You dont offer E-tax statements to your customers yet? Offer them now!
Already implemented it? Check your potential savings and quality improvements with our price calculator!
Either way, there is a good reason to talk to us!
(Press Release, Zurich, March 2022) Saxo Bank – Specialist for online Trading and Investment – has entered a cooperation with the Zurich based fintech datalevel to offer electronic tax statements to their clients. Swiss residential clients of Saxo Bank can from now receive their electronic tax statement starting with tax year 2021. Utilizing the electronic tax statement substantially reduces their effort to declare taxes in Switzerland and helps Saxo Bank to further optimize their processes.
In order to generate the electronic tax statement, datalevel consolidates all relevant data of the applicable tax period. The statement includes a detailed compilation of assets, cash-holdings, earnings, debts and tax-deductible fees. Clients of Saxo Bank can import the data to their cantons tax declaration software in seconds.
Cooperation with the Tax Administration and Swiss Tax Conference
datalevel fetches the required financial and securities data from Saxo Bank. Client identifying or sensitive data is not needed by datalevel to generate the reports. To compute the tax values, the securities data is automatically matched with the current price data of the Swiss federal tax administration (FTA). As part of their service agreement, datalevel regularly certifies their electronic tax statements with the Swiss tax conference (German: “Schweizer Steuerkonferenz”). Wolfgang Millat, CEO of datalevel “The consolidation of tax relevant data within our data refinery box has been well-established. Enabling Saxo Bank to offer the Swiss electronic tax statements to their clients is another milestone for us.”
About datalevel
At the center of our solution and service portfolio is our in-house developed data refinery box. As of today, numerous well known universal- and private banks, family offices and wealth managers trust the services of the fintech founded in 2017. In addition to solutions in the tax and compliance applications, the data refinery box is utilized as ‘Open Banking Enabler’ to enable integration of a wide range of systems. Users can utilize the interactive web-platform. Additional services to support further B2X use-cases based on the data refinery box are currently under development.