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Answering to your challenges

SaveTax is a tax calculation, simulation and reporting solution, developed by SOFGEN SaveTax, that allows financial institutions to prepare the relevant wealth management documents for physical person taxation (for example, income and losses from transfers, realised gains and losses, etc.) and then calculate the tax applied to these amounts.

With SaveTax, banks provide clear financial, personal communication from tax statements and summaries making it easy to draw up clients’ tax returns.

Depending on the client’s tax address, local fiscal regulations are taken into account regarding the relevant wealth management tax data and the calculation of associated taxes. There are different tax statements available to suit these declarations.
 
Our vision


To rationalize its operations and provide a solution for the usual issues, the private bank has to optimize its costs and the value of its client service.

In this context of promoting service, SOFGEN SaveTax offers with its fiscal solution SaveTax:

  • A solution that calculates taxable amounts in line with the relevant tax regime,
  • Fiscal reporting adapted to declare income, capital gains and client asset related taxes,
  • Processing of several tax systems from a single platform,
  • Regular update of fiscal rules,
  • Flawless productivity in the clients’ tax communication system,
  • Compliance with regulatory measures,
  • Control of the wealth tax system applied to client investments,
  • Enhanced management of clients’ wealth tax and tax simulation.
 
Our mission


Taxation is becoming more important in wealth management due to the continuous adoption by the authorities of measures that encumber the tax system and which concern client asset holdings and transactions.

To respond to this mission, SOFGEN SaveTax proposes to implement and maintain SaveTax, our tax calculation, simulation and reporting solution. SOFGEN SaveTax enables wealth management professionals to:

  • Define issues related to the tax functions prior to the implementation project,
  • Determine the implementation process,
  • Define a fiscal reporting system adapted to any constraints,
  • Deploy SaveTax by monitoring its setting-up and production start.


SaveTax interfaces with the bank’s central system. Our respect for standards (Oracle, XML, etc.) makes our compliance with IT systems easy.
 

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