Investment Tax Accounting, Tax Analysis and Planning

Know the tax outcome of your investment decisions. Client Tax Services from SS&C is a suite of investment tax accounting, tax analysis and planning, and compliance reporting products and services to help clients manage tax outcomes. The system is designed to take transaction feeds from underlying portfolio accounting systems as of a given, user-selected point in time, and calculate lot level tax basis and lot level gains & losses of investments held or sold. Tax Optimizer automatically calculates the most frequently occurring U.S. tax adjustments. The processing results can be used to project or produce year-end entity-level taxable income.