In addition to your user ID and password, you will be asked to provide a unique code to confirm your identity, as part of the new security layer introduced with MFA. To receive this code, you need to enrol using the MFA portal. If you are not yet enrolled, please click on the "ENROL TO MFA" button above to complete this step. Log in with your usual DBoard user ID and password and follow the instructions on that page.
Step into a digital ecosystem
A world of services at your fingertips
Smart governance is a key success factor to drive your business. DBoard gives you access to a variety of Deloitte services all under one roof.
Discover tailor-made apps
We are focused on the client
Therefore, we designed a complementary suite of business-specific applications, which provide you with Deloitte expertise in various areas such as active monitoring and regulatory framework.
An accelerator to efficient collaboration
Keep track of your engagements with your Deloitte team
We enable interactive collaboration with your engagement team through dashboards, so as to exchange information and to support you in resolving your challenges.
Deloitte secure platform
Not just an application but a portal of business solutions
A design is made to dynamically and continuously introduce new digital solutions in response to your needs and our fast growing service offering.
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Helping business succeed in the digital world
DBoard is a secured online portal hosted in Luxembourg, offering a suite of applications to increase your business activities with Deloitte.
The portal offers real-time access to dashboards, project reports, data and documents and takes our interaction model to a different level.
DBoard is a centralized location for your engagements with Deloitte in Regulatory, Tax and audit, offering a variety of services ready to assist you in your cross border distribution strategies.
Monitor the execution of your engagement at every stage (completion, timing, roles, tasks description).
Consolidated view on the status of various activities of your engagement conducted with Deloitte.
Document library to securely exchange data, upload or collect documents in the context of your engagement.
Exchange messages in a specific context with dedicated and pre-defined recipients. Configurable notifications are available to ensure that you remain up to date.
An evolving platform with access to tailor-made applications related to regulatory and fiscal challenges such as cross-border distributions or daily capital gain taxes.
HOW IT CAN HELP
Simplicity & Overview
Easy access, centralization and visualization of your Deloitte services in real time. State-of-the-art visuals make the portal intuitive while allowing you to stay up-to-date with your engagements.
Top to bottom control, enabling you to customize your desired level of detail. Quick overview of the status of your engagement.
Efficiency & Collaboration
Enhancing responsiveness to client requests and ensuring a smooth service delivery. Private messages and notifications keep you updated in real time on important events occuring during the project execution. You will not have to be connected permanently to the platform, but still ensure that you are not missing a status update.
Active collaboration allowing the exchange of comments on the project.
Flexibility & Security
Robust and reliable infrastructure. Platform available from anywhere, at any time.
Secured personalized client accounts.
Up-to-date security practices, such as Multi-Factor Authentication, to ensure you have been identified using the highest standard.
BUSINESS SPECIFIC APPLICATIONS
A set of applications hosted in the same secure environment
Allows Deloitte business teams and clients to do the follow-up of regulatory updates.
Kaleidoscope is an interactive tool proposed for our international Deloitte Regulatory Watch solution.
This web-based interface provides you with tailored regulatory updates on a daily basis, giving you the
possibility to focus on your priorities by providing clear insight into what is in force an what is about to come.
Through Kaleidoscope, our clients have access to the legal and regulatory framework applicable to their firm
as well as the complete library of the regulatory updates impacting them.
Allows product manufacturers to review the category values prepared by Deloitte and their maintenance.
The values are validated by using the app and are exported in order to be available to distributors.
According to MiFID II Directive a product manufacturer must identify at "a sufficiently granular level the
potential target market for each financial instrument and specify the type(s) of client for whose needs,
characteristics and objectives the financial instrument is compatible", and must provide that information
to distributors together with the distribution strategy.
The manufacturers should use six categories for the definition of the target market and the distribution strategy.
Deloitte can assist the Target Market in the EMT (European MiFID Template) files used by the industry to communicate
product information from manufacturers to distributors.
Deloitte has developed a service offering to assist Asset Managers:
Preparing the Target Market for their existing range of funds,
Maintaining the Target Market during the life cycle of the funds.
Anywealth allows heads of departments, relationship managers and compliance officers to challenge their strategy...
Anywealth is an online solution to help private bankers address evolving challenges arising in cross-border banking.
It includes cross-border regulatory online manuals, as well as general and country-specific training sessions that will enable private bankers to have a good understanding
of what is allowed in the context of cross-border banking activities in the countries in scope.
The Anywealth cross-border tool allows users to consult the key regulatory dos and don'ts, as well as tax information applicable to a particular situation.
The tool allows user to generate the corresponding reports on the move – via tablet or laptop – across 25 countries
The Anywealth Regulatory module allows heads of departments, relationship managers and compliance officers to challenge their strategy,
simulate cross-border business situations and manage risks in a changing environment and draw easy-to-read guidelines for crossborder offers.
Provides self-service access to cross-border fund distribution intelligence
Registration Insights is an application hosted in DBoard providing self-service access to cross-border fund distribution intelligence.
It includes both regulatory information on how to register a fund for distribution in a host country worldwide, as well as market data on the local
and cross-border fund industry in a selected host jurisdiction.
Explore the world map, select up to four countries at a time and compare the regulatory requirements in order to assess the potential and complexity
of the host jurisdiction.
Our digital prospectus platform increases efficiency,
mitigate risks and reduces the time to market for the creation and updates of your fund documents.
The benefits of working with this digital online platform come in a supportive capacity through optimal workflows,
document structures, removal of formatting issues, and consistency throughout.
DOC360 allows multiple key stakeholders in the prospectus lifecycle to work
together efficiently through an automated and workflow driven approach, along with detailed project overviews and full audit trail.
To support the operational process around monitoring estimated capital gains tax ("CGT") to input into the fund's pricing, Deloitte have developed a business-specific application.
This app is available on the DBoard platform and allows you to monitor your CGT accruals on a real time basis.
This app aims to present the key information relating to CGT monitoring in a clear, intuitive way and in a digital format.
Information is shown in simple graphs depicting the evolution of the estimated tax liability over time on a sub fund basis;
The NAV of the sub fund and any relevant benchmarks are also shown to allow quick comparison.
This app allows you to monitor your CGT accruals and consult Deloitte's CGT team with any follow up queries,
allowing the technological and technical capabilities of Deloitte to be paired with your own in depth knowledge of your business and funds to create an operational
process that is both robust and holistic in its approach.
iPACS Transfer Tax
Gain access to our global transfer tax (“TT”) experts through our analytical platform to decrease operational costs and drive an increase in margin for in kind fund, ETF, merger and pension scheme transactions.
Our technology illustrates TT exposures and highlights possible exemptions for all fund vehicles in the leading fund management jurisdictions. Real time international transfer tax results based on raw custodian data are provided to an ISIN level in a simple graphic format.
The supporting platform TT hotline, direct to a dedicated team of Deloitte specialists for follow up queries, ensures that any questions or concerns you may have are answered without delay.
Experience a simulation of potential immediate cost savings for the fund manager and other financial investors combined with reduced tax risk and increased internal governance for the asset servicer.
Allows asset managers to review via a set of dynamic dashboards all the analytics compiled by Deloitte within the PRIIPs and MiFID reporting services.
The PRIIPs and MiFID II Regulations impose to distributors of investment products to make full transparency to the final investor over a series of risk and costs indicators. When investment funds are distributed through third parties, asset managers need to provide distributors with these analytics in order for the distributors to meet their obligations. The investment fund industry has defined several templates for exchanging this set of information among market practitioners, among which the European PRIIPs Template ("EPT") and the European MiFID Template ("EMT").
Deloitte has developed a service offering to assist asset managers in fulfilling their duties. In particular, Deloitte offers to compile following analytics:
- PRIIPs SRI, MRM, CRM indicators and future performance scenarios
- Transaction costs, ongoing costs, performance fees, etc.
The PRIIPs/MiFID Analytics application is meant to facilitate our clients' oversight role over Deloitte's activities. It provides clear and intuitive visualization of the historical evolution of the various indicators reported in the PRIIPs and MiFID templates.
Allows asset managers to review via a set of dynamic dashboards all the analytics compiled by Deloitte within the AIFMD Annex IV reporting services.
AIFMD Annex IV reporting entered the regulatory landscape as a mean to standardize the information disclosed to regulators and to provide transparency to the alternative investment industry. The reports aim to capture the complexity of various portfolios driven by different investment strategies. Attempting to provide a full picture of the risks taken by the investment vehicles, the reports require the computation of risk figures, portfolio breakdowns, portfolio turnover, investor breakdowns as well as legal information.
Deloitte has developed a service offering to assist asset managers in fulfilling their duties. In particular, Deloitte offers to compile the AIFMD Annex IV Reports as reporting templates were defined by the European Securities and Markets Authority (“ESMA”) under the articles 24(1), 24(2), 24(4) and 3(3)(d) of the AIFM Directive.
The AIFMD Analytics application is meant to facilitate our clients' oversight role over Deloitte's activities. It provides clear and intuitive visualization of the historical evolution of the AuM, geographical breakdown of AuM, Asset Class breakdown, as well as full insight of the portfolio.
DISCOVER THE MOBILE VERSION
Everything you need in the palm of your hand
"Lite", simplified and easy to use
Smart navigation puts everything you need just a click away
Quick access to the content that you need on the go
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