Noveras
HQ Address
Churerstrasse 42, 8808 Pfäffikon, Switzerland
Website Address
Business introduction
NOVERAS is a tax tech and consulting firm offering unique expertise to banks, financial intermediaries, financial platforms and selected private individuals
Our long-standing experience in banking combined with in-depth IT expertise and a specialization in international tax regulations build the key pillars of the NOVERAS core competence
Our distinctive combination of capabilities allows us to deliver effective solutions with strong practical angle to banks, financial intermediaries and financial platforms and selected private individuals.
Noveras Solutions
NOVERAS Tax Suite
For the first time, it enables to efficiently select investments with low tax impact and realize tax savings. The NOVERAS Tax Suite consists of three cockpits which can be used together or individually as requested: Tax On Instrument Tax Transparency - What is the tax impact on a Security? Obtain comprehensive country-specific tax information......
business needs
Qualified Dividends and Interest
You can look up single instruments or download your whole instrument scope as a csv file at any time. Data set per instrument: Funds: qualified dividend/interest percentage Non-funds: categorization as qualified or non-qualified Specific year end for fund figures Research status In addition, it shows you all relevant tax details ...
business needs
Tax on Instrument
A unique product to help you deal with the complexities of taxing financial instruments. It provides you with up-to-date, country specific tax information on instrument (single security) level for all asset classes. It allows you to gather in-depth understanding of after-tax implications and helps you making tax knowledgeable investment decisions......
business needs
Tax Reporting
Our holistic reports include all the necessary features: Income, CGL, Wealth tax/information reporting on all products, including foreign currency, calculations and their results are fully reconciliable. Consolidation across all offshore (and, if relevant, onshore) client accounts/deposits. Country specific capital gains and losses calculations. (FIFO/LIFO/AWC/method mix) Special treatments applied based on holding periods, product categorisation/specifics,......
business needs
Tax Reporting for German GmbHs / AGs
For asset-managing companies, e.g. German GmbHs/AGs, that create their necessary accounting records manually from the banks' customer reporting, Noveras offers electronic and machine-readable securities accounting, which creates the accounting transactions automatically and daily on the basis of bank transactions. This enables a fast and efficient tax calculation of German companies. Digital......
