Rapid Security Analyzer

Simplifying capital gains tax complexities globally through the use of an automated tool

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What is the Rapid Security Analyzer?

The Rapid Security Analyzer (RSA) automates the process of analyzing your investment portfolio for interest and capital gains liabilities at the financial instrument level. The RSA’s reports reflect the tax rate and associated rules, (including netting interest and rules) as well as the tax considerations noted with the red, amber or green (RAG) status of each security.

With this automated tool, asset and investment managers, including fund sponsors and administrators, can identify capital gains liabilities more frequently and in more detail – for both the current state, or proactively.

Additional features include an interactive dashboard that provides a broad overview of the findings by country, region and RAG status, as well as a side-by-side comparison of taxation of different fund types and tax rates by date. In addition, RSA Lite, is an online database available via EY Client Portal, that allows you to perform one-off lookups and comparisons of capital gains tax rates, rules and statuses.

Benefits of RSA vs. current portfolio review process

  • Reduced time and cost of tax analysis
  • Risk mitigation
  • Improved accuracy and confidence
  • Improved control and governance
  • Enhanced ability to quickly make more informed decisions

The Rapid Security Analyzer has robust and far-reaching information from approximately 80 investment jurisdictions around the world. It also includes multiple fund types and instrument categories.


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