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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 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.
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.
Investor Tax Analytics
Visualise our EMEA investor tax reporting (including UK, Austrian and Swiss) figures with intuitive graphs to aid your meaningful and focused review of our outputs.
Investor tax reporting has high reputational risk and you need to be able to review the numbers provided, in order to truly have confidence in the figures you publish. Investor Tax Analytics presents our calculated figures in a number of graphs based around on our internal processes which will help you stress test our outputs, highlight any results for further discussion, and have a more focused review conversation with us as your provider. Gone are the days of reviewing figures on PDFs or excel files – instead Investor Tax Analytics allows you to focus on specific classes, apply intuitive analytics to compare results to classes within the same sub-fund and also to results in prior years. Investor Tax Analytics also gives you the flexibility to extract the data behind the graphs and do your own tests outside the system too.
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 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 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.
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.
Allows asset managers and management companies to have their funds' risk profile at their fingertips via a set of dashboards and risk figures visualization tools compiled by Deloitte.
In a complex regulatory landscape, asset managers and management companies require transparency over the risks (e.g. market, credit, liquidity, counterparty) their investment funds face on a daily basis. Performing a regular oversight and monitoring of investment funds' risk profiles, including compliance with risk limits, scenario analyses, ability to benchmark risks or performance and to extract meaningful and actionable information is essential, as required by the regulators and business needs.
In this context, Deloitte has made it a point to provide a fully transparent Risk Measurement and Analytics service, including methodology and dashboards.
This application enables Deloitte's clients to access these dashboards at any time, allowing them to generate drill-down reports and visualize the risk measures for their investment funds over time.
Manage your compliance risks.
Financial market environment is highly regulated thus continuously challenging the work performed by compliance functions of our regulated clients (i.e. institutions, FSP, management companies, AIFM,…) and their capacity to effectively assess and monitor the full spectrum of compliance risks through monitoring, advisory and training activities.
SmartComply is a tool hosted in a secured environment (D-Board) remotely accessible and made of 2 universes (Risk Assessment & Monitoring Program). This dual approach is supporting the compliance function to better follow up on its compliance risk profile, monitoring program and internal control deficiencies and offering reporting and aggregation capacities to support the function in its communication to key stakeholders including supervisory board. We provide our client with a secured and structured repository, easy to feed, that keep the link between risks of compliance, regulatory requirements and monitoring activities. SmartComply offers many functionalities and added value by offering such as a unique platform for institutions having multiple subsidiaries and branches, planning capacities, scoring and follow up of monitoring activities, consolidated view, dashboarding and reporting capabilities, etc.
Solvency II Analytics
An interactive application allowing Asset Manager to monitor their sub-funds' key risk metrics and evolution over the period of their Solvency II and Market Risk SCR reporting services.
Consistent with other financial services legislation such as the Basel III framework for banking supervision, Solvency II is a regulatory framework applying to European insurance and reinsurance undertakings. The regulation intends to offer these undertakings incentives to better measure and manage their risk situation - i.e., lower Solvency Capital Requirements ("SCR"), lower pricing - and to implement appropriate risk management systems and sound internal controls. This framework is organised in 3 pillars: Pillar I focus on SCR, Pillar II focuses on governance and supervision, while Pillar III focuses on disclosures and supervisory reporting.
Insurance companies delegate a large part of their asset management and therefore rely on the asset management industry to provide them with the input data necessary to fulfil their regulatory obligations. To support insurance companies in their SCR Market calculation and QRT delivery, various industry associations across different member states agreed on a Standardized EU template, the Tripartite template ("TPT") as provided by the FinDatEx. The TPT supports investment management companies by providing a standardized way to exchange data between them and insurers. The investment fund industry is facing four main challenges in meeting the Solvency II reporting requirements: Flexibility and timing, regulatory, data management and processing.
Deloitte has developed a one-stop-shop solution to assist asset managers with their Solvency II reporting:
To help asset managers leveraging on their data to meet their investors' requests,
To produce analytics reporting to their insurance clients, and,
To provide advisory services in the structuring of their investment products.
Tax Data Viz
Your dashboard solution, transforming data into interactive visuals used to track key metrics and data points.
Groups of companies are constantly faced with the challenge of having global visibility over all their entities' activities, particularly for tax-related matters; for example, the tax liability of each entity, the status of the various tax returns, etc. Other factors also add an extra layer of complexity: the investment structure, the type of business, the size of the structure, and the internal key metrics that management seeks to monitor.
In response to our clients' requests, the tax department has developed a service offering that answers all these needs. Specifically, our teams have built dashboard capabilities to transform Deloitte compliance services' client data into visuals to track key metrics and data points.
Accessible through DBoard, Deloitte's tax compliance dashboard is easily accessible, aimed to facilitate the real-time management of a variety of business structures from different industries. At a glance, our clients can have visibility of the number of tax returns that are being filed for their group, the total amount of VAT due, the tax liability per entity, and many other features.
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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