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Flextax is your tax specialist in software form that automates investment tax reporting for funds and investors. Saves resources and enables growth.

Aleksandar Ivezić

Your contact for First Cloud, Fin RP and Flextax Cloud


+49 2131 777 238

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Flextax is just right for...

Investment management companies

that want to spend less time and resources on meeting tax requirements under the German Investment Tax Reform Act (InvStRefG).

that are looking for a proven and flexible solution that meets all statutory requirements.

that want to grow by being able to generate reports highly efficiently.

The most important functions of Flextax

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Automatically determines tax and investment law key figures at the fund and investor level and generates reports.

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Allocates income and expenses to the individual investors on a pro rata basis.

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Provides audit proofing via the integrated change log and protects all data in compliance with the GDPR.

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Generates tax certificates, WM reports and declarative statements on the basis of your customised or standardised report templates and completes the ELSTER electronic capital gains tax return.

"With Flextax, you get a solution that will unleash new potential for your fund management."

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Tax obligations are even easier to manage with BPO.

With our Business Process Outsourcing (BPO), our service team takes over the use of Flextax and performs all tax calculations for your investment funds.

Would you like to find out more about BPO?
Contact Alexander Zechannig: +49 2131 777-217 | a.zechannig@fact.de

Comprehensive advice and long-term support

You can freely customise Flextax and connect it to many fund accounting systems. We will be happy to support you in the creation of your custom tax programmes. Alternatively, you can obtain standardised Flextax rules from a renowned auditing firm. As a Flextax user, the Fact support team is always available to answer any questions you may have. Digital uncomplicators are happy to help.

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Flextax works seamlessly with these Fact solutions

fin-rp Logo

Fin RP – the solution for anyone wanting to make their disclosure management easier and faster than ever before.

Automatic import, audit-proof data refinement including checks as well as fully automatic creation of reports in the desired corporate layout. A perfect fit for investors, competent national authorities, e.g. BaFin and Bundesanzeiger in Germany, etc. Simple, fast and independent – saving you both time and money.

Would you like to find out more about Fin RP?
Contact Aleksandar Ivezić: +49 2131 777-238 | a.ivezic@fact.de

fin-xn Logo

Fin XN – the solution for anyone who wants to stay perfectly on top of their fund data reporting obligations.

Complete your Solvency II data as an insurance company, IORP or investment management company with just one click. Download the required data, generate your reports and use the automated fund look-through. Used by over 200 clients.

Would you like to find out more about Fin XN?
Contact Aleksandar Ivezić: +49 2131 777-238 | a.ivezic@fact.de

first-cloud Logo

First Cloud – the modern investment management solution on the same technical basis as Flextax.

All relevant functions for managing, reporting and analysing investments: Portfolio management, accounting, reporting, controlling, planning and Solvency II. Without major investments in servers, sites or IT staff, but ready to go immediately with the Fact cloud. End-device independent, fully digitised and usable anywhere.

Would you like to find out more about First Cloud?
Contact Aleksandar Ivezić: +49 2131 777-238 | a.ivezic@fact.de

bpo Logo

BPO – the solution for anyone with limited resources and high demands.

Outsource business processes in whole or in part: Portfolio management, accounting, reporting and much more. We take care of everything. You focus on your strengths.

Would you like to find out more about BPO?
Contact Alexander Zechannig: +49 2131 777-217 | a.zechannig@fact.de