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Mutual fund digital solutions

Future-forward technology. Actionable insights. Powerful change.

Redefining your tax function with a digital strategy

Digital disruption has made its way to the mutual fund industry and the tax function is in a position to lead the way. Adopting a digital strategy can help mutual fund companies address the concerns of today, while remaining agile enough to outpace the changes of tomorrow.

While technology has always played a role in the regulated investment company (RIC) industry, the pace of change today pushes companies to be more agile than ever before. The effects of these changes require companies to look at front, middle and back offices in a more holistic manner. Digital solutions can transform RIC compliance and reporting, streamline data management and turn raw data into strategic insights that can drive change through an organization. 

“With never before seen shifts in core technologies, over 70% of CEOs are preparing for disruptive changes to their operations in the next five years, alone, as seen in our CEO survey.”

Smarter. Faster. More efficient.

You create what's next. Our people and technology enable it. By leveraging PwC's transformative technology, you can:

  • Streamline tax compliance by integrating and automating current data sources from anyone, anywhere and in any form
  • Achieve faster, smarter, more efficient processes by leveraging performance analytics
  • Cut though complex data sets with customized analytics and predictive modeling
  • Communicate more effectively with an integrated tax reporting platform and a centralized dashboard
  • Amplify a depth of knowledge unmatched in the industry

We’re transforming how mutual fund clients do business through our connected suite of tools and technologies. We’re enabling you to move with confidence, raise expectations and outpace change.


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Bernadette Geis

Asset and Wealth Management Trust Solutions Leader, PwC US

Peter Finnerty

Mutual Funds Leader, PwC US

Shawn Baker

Mutual Funds Tax Leader, PwC US

Tracey Keevan

Asset Management Tax Technology Leader, PwC US

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