Solution introduction

Helping wealth advisors to make tax-intelligent investment decisions

Your unique competitive advantage

SIX Tax Score leverages and complements the financial information provided by SIX with additional tax information, in order to support portfolio managers and wealth advisors in providing tax transparent investment advice.

We deliver our clients with superior tax data they can easily call upon to understand the tax implications and make the right investment decision.

Our data service presents an easily interpretable score, along with supporting data attributes, that enable the client advisor to provide tax intelligent investment advice to their end client residing in a specific tax domicile.

How you will benefit

  • Offer a complete service
    Enjoy ease of mind as tax implications are made transparent and can be proactively addressed in the investment process.
  • Satisfy your clients’ needs
    Achieve a better after tax return and avoid investing in assets that have an unfavorable tax impact while understanding suitable alternatives.
  • Focus on your core service
    You no longer need to read lengthy tax manuals or rely on third party tax experts to make tax-intelligent investment decisions.

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