Digital Wealth and Business Planning Platform
About the client
When Andersen was approached, the client company was developing a digital wealth and business planning platform for managing complex ownership structures, assets, liabilities, transactions, and related documentation over time. The platform was designed for family offices and multinational enterprises dealing with cross-border structures, tax and legal planning, and risk analysis.
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Business Context
Andersen contributed to the development of a time-based entity and transaction management system with secure encrypted document storage. The platform was designed to help users manage cross-border ownership structures and transactions, from donations to investments, while supporting tax and legal planning, opportunity identification, and risk analysis.
As part of this broader digital wealth planning environment, the solution also supports professional tax planning platform scenarios and tax risk management software capabilities.
Challenges
The customer needed a scalable technological foundation for a complex digital wealth and business planning platform. The main challenges included:
- Building the platform’s technological foundation;
- Enabling efficient data structuring, transaction tracking, and modeling;
- Integrating legal, accounting, and tax data into a single interface.
Project overview
The project focused on building a secure, centralized environment for managing complex international structures and mapping entities, assets, liabilities, documents, and transactions over time. The platform helps users maintain transparency across cross-border structures, streamline workflows, and make more informed strategic decisions. Its web interface provides better visibility when working with large structure graphs, helping users understand relationships between assets, liabilities, entities, and transactions in a broader context. Further, these capabilities make the system relevant for professional tax planning platform scenarios and tax risk management software use cases.
About the project
Andersen was responsible for implementing core functionality that enabled structured data management, transaction tracking, and modeling. This groundwork established a scalable base for further development by the client’s in-house team. The developed functionality included:
- Structure modeling;
- Transaction management;
- Secure document and timeline management.
App functionality
The platform includes:
- Structure modeling;
- Transaction management;
- Business rule configuration;
- Asset and liability management;
- Tax residence management;
- Family management;
- Document management;
- Timeline management;
- Encryption.
Solution
To address the customer’s business needs, Andersen focused on building the core technological foundation and implementing functionality for managing complex entity and transaction data. The solution provides:
- Centralized visibility across international entities, assets, liabilities, documents, and transactions;
- Structured management of cross-border ownership and business structures;
- Transaction and timeline tracking over time;
- Integration of legal, accounting, and tax-related data in a single interface;
- Secure encrypted document storage.
Project results
As a result of Andersen’s involvement, the client received a secure and scalable foundation for a digital wealth and business planning platform. The project results included:
- A centralized environment for managing complex international structures;
- Core functionality for entity, asset, liability, transaction, and document management;
- Better transparency across cross-border structures and related data;
- A scalable base for further development by the client’s in-house team.
Additional info
The platform is broader than standalone tax planning software. That is, its foundation supports complex digital wealth planning scenarios, including entity and transaction modeling, encrypted document storage, tax-related data management, and risk analysis for cross-border structures.
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If needed, we sign an NDA to ensure the highest privacy level;
We submit a comprehensive project proposal with estimates, timelines, CVs, etc.
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