Automated Securities Accounting
What to expect from us
The advantages of eFinancials
- You and your tax advisors save a lot of time.
- You do not have to operate a costly accounting infrastructure.
- Synergy effect when used for multiple purposes:
- Investment reporting for securities
- Automatic exchange of information
- Integrate with your financial accounting or outsource all your accounting to us
- Multiple currencies
- Multi-accounting standards, potentially huge tax benefits though the application of specific accounting rules according to the Swiss Code of Obligations
Our platform for securities accounting depicts complex asset structures in a clear manner.
For more details, please have a look at our factsheet.
What sets us apart
Efficiency thanks to automated interfaces
Our systems are able to perform all conceivable forms of data aggregation and to precisely display and measure the part of the assets that is relevant to you. You have full access to profit and loss statements as well as balance sheets.
Broad spectrum of coverage
Thanks to the flexibility of our accounting records, our systems can process a wide range of data. We apply various accounting standards and keep your ledgers up to date. In addition, you can provide your tax advisor with dedicated access so that all answers to his or her questions can be found with just a few clicks.
Our reporting provides you with a transparent disclosure of all costs incurred. In addition to this clear overview, you also benefit from an independent securities valuation.
It goes without saying that you can export your data to a PDF or Excel file at any time.