Truly Simple Fund Administration.
We help elevate the customer experience so you can focus on your core functions by providing the right tools you need automate your most time consuming and repetitive tasks.
- 3.26bn
- Assets Under Administration
- 3,087
- Accounts
- 79,560
- Average Account
Boost your productivity,
and keep your Investors happy.
We're a revolutionary Asset Management platform, built to simplify the intricacies of your day-to-day client-facing operations.
Regain Your Focus
Optimised for very facet of your Funds.
Simple, Auditable Administration
End to end administration of your funds.
Easily report to your Auditor, the Regulator, your Stakeholders or your Investors.
All the Way Through the Money
Ensuring that everyone in your ecosystem who needs information, has it when they need it.
From on-boarding to personal factsheets, consolidated record keeping and Brokers and their consultants, we'll organise all facets of your information.
CRM
Organised to communicate and show them everything when they need it.
Generate comprehensive reports or per transaction output. Statements or Tax Certificates, it's all there.
End to end administration of your funds.
Easily report to your Auditor, the Regulator, your Stakeholders or your Investors.
Ensuring that everyone in your ecosystem who needs information, has it when they need it.
From on-boarding to personal factsheets, consolidated record keeping and Brokers and their consultants, we'll organise all facets of your information.
Organise to communicate and show them everything when they need it.
Generate comprehensive reports or per transaction output. Statements or Tax Certificates, it's all there.
Everything you need to take care of your clients.
Well everything you need if you aren’t that picky about minor details like tax compliance.
Keep track of everyone's salaries and whether or not they've been paid. Direct deposit not supported.
Meet our team
We’re a dynamic group of individuals who are passionate about what we do.
-
Andrew Moyo
Head of Business Development
-
Catherine Doidge
Accounts Manager
-
Sizwe Khanyile
Developer
-
Andrew Gillibrand
CTO
-
Join our team
We're hiring
Loved by businesses worldwide.
Our software is so simple that people can’t help but fall in love with it. Simplicity is easy when you just skip tons of mission-critical features.
-
-
TaxPal is so easy to use I can’t help but wonder if it’s really doing the things the government expects me to do.
Sheryl BergeCEO at Lynch LLC
-
I’m trying to get a hold of someone in support, I’m in a lot of trouble right now and they are saying it has something to do with my books. Please get back to me right away.
Amy HahnDirector at Velocity Industries
-
-
-
The best part about TaxPal is every time I pay my employees, my bank balance doesn’t go down like it used to. Looking forward to spending this extra cash when I figure out why my card is being declined.
Leland KiehnFounder of Kiehn and Sons
-
There are so many things I had to do with my old software that I just don’t do at all with TaxPal. Suspicious but I can’t say I don’t love it.
Erin PowlowskiCOO at Armstrong Inc
-
-
-
I used to have to remit tax to the EU and with TaxPal I somehow don’t have to do that anymore. Nervous to travel there now though.
Peter RenoldsFounder of West Inc
-
This is the fourth email I’ve sent to your support team. I am literally being held in jail for tax fraud. Please answer your damn emails, this is important.
Amy HahnDirector at Velocity Industries
-
Simple per AUM pricing.
Easy integration, and everything you need to get up and running quickly.
Frequently asked questions
If you can’t find what you’re looking for, email our support team and we'll get right back to you.
-
-
What is fund administration, and what services do you offer?
Fund administration involves handling various tasks for investment funds. We provide an accounting, reporting, and risk interface to help administer your funds and their investors efficiently.
-
What types of funds do you administer?
We administer various funds, including hedge funds, private equity funds, and real estate funds.
-
How do you ensure data security and privacy for our fund?
We prioritize data security through encryption, access controls, and compliance with data protection regulations.
-
-
-
What is the typical turnaround time for fund reporting and accounting?
We provide a robust interface for you to engage your investor queries and communications promptly.
-
What is your experience and track record in the fund administration industry?
We have extensive experience and a proven track record in the fund administration industry.
-
What are your fees and fee structures?
We charge a simple per AUM monthly fee. We'd love to start a conversation.
-
-
-
How do you handle regulatory compliance for our fund?
We ensure your funds remain trackable and auditable at a moments notice with all relevant reporting requirements.
-
What technology platforms do you use for fund administration?
We use proprietary technology that has been developed to efficiently manage fund-related tasks.
-
Do you offer custom reporting or can we integrate with our own systems?
We provide custom reporting options and can integrate our outputs with your existing systems to streamline processes.
-