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Omnium Taxes

The Taxes module calculates and shows the impact of all tax types in Switzerland. It also supports tax optimization. Comprehensive com-parisons can be simulated and savings for the customer can be shown.

Key features

  • Detailed tax calculation for all types of taxes in Switzerland.
  • Smart integration into the Omnium Suite allows reuse of cli-ent data, deep API integration options and customer-specific CI/CD customization
  • Highly customizable and flexible PDF client document

Description

Data is collected nationwide and updated several times a year. Data sourcing and updating is done by Braingroup.

Key topics:

  • Taxes on income and wealth (including marginal tax rate and municipal comparison)
  • Taxes on lumpsum payments in connection with pillars 2 & 3a (including marginal tax rate and municipality comparison)
  • Inheritance & gift tax
  • Tax optimization through purchasing into pension fund  
  • Tax savings with 3rd pillar

Company description

Braingroup AG is a leader in financial advisory software and digital transformation. Its core competencies include innovative and smart advisory solutions and holistic sales processes for banks, insurance companies and health insurers.

Its flagship product suite Omnium sets new standards in intuitive digital multichannel advisory for self, face-to-face and expert advice. Omnium offers dedicated modules such as finance (mortgages), life and pension planning, wealth management, pension provision, taxes, and basic advice. Thanks to Omnium, the customer interaction becomes a sustainable overall experience which allows 360° life cycle planning.

Founded in 2002 and headquartered in Zurich, the software company employs some 60 people.

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Company: Braingroup AG
Category: Taxes
Released: 18 January 2021
Type: Open API