Articles

COVID-19 Statement

As of 28th March 2020, we have had to close our physical office. All personnel can work from their place of abode. We will endeavour to continue to provide maintenance services to our clients during this challenging time, although peaks in demand may mean that we are slower to respond to some requests. We continue with our existing development program but will pause releasing new versions until better times return. Continue Reading…

Posted by Site Administrator on Mar 28, 2020

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