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.
Posted by Site Administrator on Jan 02, 2017
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.
Posted by Site Administrator on Jul 22, 2015
FATCA Reporting Demonstration
Join us for a webinar on Friday May 08, 2015 at 2:00 PM BST.
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
Posted by Site Administrator on May 06, 2015
The 2014 release is available for installation at Client Sites. Please contact us to request a mutually convenient time for it to be installed. Release notes are available for download from the normal support location.
Posted by Site Administrator on Jun 01, 2014
We are in the process of rolling out our final 2012 release to all clients. Please contact us to arrange for the upgrade to be scheduled at a mutually acceptable time.
Release notes are available for download prior to installation.
Posted by Site Administrator on Oct 01, 2012