Articles

Version 9.3 (April 2019)

We are pleased to announce the release of the latest version of our Wealth Management Suite. We have continued to enhance our CRS and FATCA XML generators that tightly integrate with our bookkeeping and statutory records modules.

The SQL Exporter module has been greatly enhanced with more API stored procedures to assist in automation and interoperability with third-party products and financial institutions.

Licensees can request further information from their usual contact and arrange for an upgrade to be installed.

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Posted by Site Administrator on Mar 22, 2019

Version 9.1 (Sept 2017)

Version 9.1 of the Taskforce Wealth Management System has been released. This version concentrates of continued improvements to comply with international standards, including automatic exchange of tax information between Governments (CRS/FATCA).

Release notes are available on request for our licensees.

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Posted by Site Administrator on Sep 01, 2017

Version 9 (CRS)

Version 9 of the Taskforce Wealth Management System, which contains functionality for The Common Reporting Standard is available for release to customers who have opted in to this module and functionality.

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Posted by Site Administrator on Jan 02, 2017

New 2015 Version 8.1 Released

We are at present rolling out version 8.1 of our Wealth Management Software to clients with current maintenance contracts. Release notes for this release are available upon request. We will be contacting customers to schedule their upgrade. Continue Reading…

Posted by Site Administrator on Jul 22, 2015

FATCA Reporting Webinar

FATCA Reporting Demonstration

Join us for a webinar on Friday May 08, 2015 at 2:00 PM BST.

Register now!

Click Here to Register

A demonstration of the FATCA reporting features in the current version of the Taskforce Wealth Management System.

After registering, you will receive a confirmation email containing information about joining the webinar.

View System Requirements

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Posted by Site Administrator on May 06, 2015