A unique product to help you deal with the complexities of taxing financial instruments. It provides you with up-to-date, country specific tax information on instrument (single security) level for all asset classes. It allows you to gather in-depth understanding of after-tax implications and helps you making tax knowledgeable investment decisions ("tax overlay"), in accordance with the client's tax domicile. It furthermore allows endless taylor-made scoring or rule set creations.
You can choose from 3 data sets depending on your needs.
Get more than 60 detailed and country specific tax attributes.
Analyse the tax consequences of financial products.
Anticipate the tax-related costs of an investment on that security and to find better investment options.
Available also in SIX Tax On Instrument.
Gain even more tax awareness, additional tax attributes, more granularity and the Tax Impact Index.
Precise tax rates, including progressive, marginal, degressive ranges or holding period conditions.
Contains additional valuable information like withholding tax, social contribution and others.
Provides the power to integrate tax on instrument data into your software.
Available via several data channels and in various formats.
To get more details about the product or to get access to the trial version, please contact us.
We do realize that even with our Tax On Instrument data enrichment the tax implications of a financial instruments are still very complex, so we have developed a special indicator reducing this complexity into a single number representing tax impact on instrument.
Understand the formula behind NTI and how it is calculated.
As the impact is measurable, NTI gives you the possibility to assess and compare instruments from a tax perspective.
Our unique feature allows you to adjust the formula to your specific needs. You can basically create your own customized indexes completely based on your requirements.
NTI provides you with an additional comprehensive indicator for your investment decisions.
Qualified dividends and interests can be taxed with a lower capital gain tax rate instead of the higher income tax rate. Obtain all important figures on security level for a specific instrument scope which you can easily define.
You can look up single instruments or download your whole instrument scope as a csv file at any time.
Data set per instrument:
Web interface with instrument search engine to browse Tax On Instrument data.
Get API access to get your data on-demand. You can integrate them into your software solutions.
Download Tax On Instrument data as CSV or PDF file.
Select your scope of instruments and be notified about any changes via daily file delivery.
Select your scope of instruments and be notified about any changes via webhooks.
Portfolio cockpit providing tax overview, simulations with focus on after-tax performance, tax report generator and other tax-related features.
For more details or access to the trial version please contact us:
+41 (0)55 415 70 31
info@noverasservices.com