Tax Data Services for Financial Institutions

Tax Data Services for Financial Institutions

Comprehensive Data and World-Class Expertise for Efficient, Compliant Operations

Trusted Tax Data Services for a Complex Regulatory World

Wealth managers, investment firms, and compliance teams trust SIX to provide the tax data required for tax calculation and reporting across multiple jurisdictions. 

Our tax data services help you adapt swiftly to constantly evolving legal frameworks, reducing operational risk and ensuring investor protection. All with reliable, ready-to-use data that integrates directly into your internal systems.

How can we help you?

Discover Our Tax Data Services

Turn Complex Processes into Simple Workflow

For example, automated instrument classification allows you to quickly and accurately identify securities subject to FATCA or Section 1446(f). With structured, up-to-date data, there’s no uncertainty, only clear and compliant results. 
 
Audits also become faster and safer, since manual, error-prone steps are replaced by automated data deliveries. This ensures full traceability and reduces the risk of issues during reviews or inspections. 
 
The service even supports more cost-efficient and scalable compliance. With the data feeds offered by SIX you can integrate data seamlessly into your internal systems, lowering operational costs and freeing up resources for more strategic business priorities.

Discover How Data Quality and Accessibility Are Transforming Financial Advisory

Explore the key challenges wealth managers face today: regulatory compliance, evolving tax rules, ESG integration, client engagement, and more. 

Learn how today’s regulations, growing transparency demands, and technological advances are pushing firms to improve processes—enabling data-driven decisions, reduced risks, and better alignment with market expectations.

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Tax Navigator Guide

The brochure gives you a comprehensive view of how the tax data solutions from SIX simplify cross-border tax management. 
 
Do you have the data you need to efficiently manage growing tax requirements? 

Discover how SIX helps you leverage that information and optimize your processes.

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Cover of the Tax Navigator Guide brochure, presenting an overview of tax data solutions from SIX designed to simplify cross-border tax management and support growing tax requirements.
  • Do You Have Any Questions about Our Tax Data Services?

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