TDE - Tax Data Exchange

Automated solution for AEOI, FATCA and CRS reporting to automate preparation of compliance reports.

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Taking the headache out of creating FATCA & CRS XML submission files Tax Data Exchange (TDE) offers an easy to use, practical and economic solution for your FATCA & CRS reporting obligations.

TDE provides the solution no matter how large or small your reporting requirements are. Choose from TDE Enterprise which is available Azure hosted - PaaS (Platform as a Service) or On-Prem, or opt for TDE Essentials SaaS (Software as a Service) which is hosted by Vega.

Used by

Banks, Fiduciaries, Investment Managers & Stockbrokers, Futures Traders, Fund Administrators, Pension providers; in fact just about any type of financial services business all over the world.

TDE provides

Multi-jurisdiction, multi financial Institution reporting.
Data Validation in real time.
Approval & Submission Control.
Progress Dashboards.
Instant update for jurisdictional rule changes.
Multi Layer Approval & Audit Trail.
Report Amendment function.
IDES Packet Assembly.

TDE process is simplicity itself

Enter data directly, populate our Data Collector spreadsheet or integrate with your databases and upload into TDE.
Data is validated and draft reports created, failed reports highlighted.
Review, amend and approve (with multi approvers where required).
Generate XML file(s) and submit to the tax authority.
Record submission confirmation details.

Book a TDE demo Download the brochure

Key features

TDE Enterprise On-Prem

TDE Enterprise Azure (PaaS)

TDE Essentials (Saas)

Data Integration

By-country report separation

Report Combination

Alternative views

TIN pattern validation checking

FATCA and CRS corrections service

Global solution

Training

Extensive product documentation, videos, how to guides and example data are provided.

Support & Updates

Our knowledgeable consultants will be there to help you through every step of the process. Schema updates are delivered overnight or on demand into the software via the web as part of our comprehensive support service. TDE also supports automated report correction.

Integration

Integrate with fiduciary software packages including 4Series, Unity, ViewPoint and Vega’s own software solutions.

Security

Thousands of TDE generated XML report files have been submitted to tax authorities around the world, since 2015 so you can rest assured it is a tried and tested technology.

Custom Options

If you are looking for an alternative solution, our experienced developers can discuss custom options with you.

Some of our clients

Cutting-edge solutions for global industry leaders

Vega is fully aware of the challenges that Financial Services firms face; they understand our ever-changing requirements. The team see the value of well developed, robust and configurable software solutions and in the current wave of aggressive digital transformation, Vega will continue to be a core partner to us.

Adam Jefferies, JTC Group

Vega has proven itself as highly organised, efficient and reliable partner in developing of complex and time critical applications. The results have exceeded our expectations and delivered a new, efficient, secure and user-friendly solution which greatly benefits our clients and the business.

Linas Paulauskas, Kleinwort Hambros Bank Limited

As our business grows and develops with our clients’ and regulatory requirements we depend on having reliable, adaptable, and cost-effective software solutions, which we continuously develop alongside Vega. The longevity of our relationship with Vega is testament to the team’s service delivery.

Richard Morris, Praxis

We have a long and valued relationship with Vega Technology. Over the years, Vega has become a trusted partner that has enabled us to deliver on a number of value-add technology initiatives ranging from management information reporting capability to the creation of a core banking system, online banking with straight through processing capability together with direct SWIFT payment processing.

Nick Leale, Investec

The need for business effectiveness and increased regulation has required us to focus on the use of software, and our user experience has been a good one. The service from Vega has always been client-focused, the team keep abreast of best practice and develop solutions to meet our current needs and maximise future opportunities.

Richard Agnelli, Collas Crill Trust

The benefits of DigiHub were evident throughout the development process. The absence of forms being posted out and the elimination of manual keying in of data not only saved time but also reduced the risk of errors. Moreover, the platform empowered relationship managers to focus on strategic client engagement and reassessment of profiles rather than administrative tasks.

David McGall & Sophie Yabsley, Ravenscroft