The cost base infrastructure for tech-forward securities firms and fintech platforms. Give your clients the ACB accuracy they deserve—and the tax savings they're missing.
Most portfolio management software ignores the details that cost your clients real money. ACB Platform catches them all.
ROC silently reduces ACB on every distribution. Miss it and your clients overpay capital gains tax on exit. We ingest CDS T3/T5 data automatically.
Reinvested distributions increase the cost base. Without tracking them, clients get taxed twice—once on the distribution, again on phantom gains at sale.
CRA's 30-day rule denies capital losses and rolls them into the replacement property's ACB. If your system doesn't handle this, clients lose the deduction permanently.
Trading commissions increase ACB and reduce taxable gains. For active portfolios this adds up to thousands in tax savings your clients are leaving on the table.
Foreign withholding tax paid is recoverable via tax credits. We track Box 34 amounts so advisors can ensure clients claim every dollar back.
Same security held across registered and non-registered accounts requires averaged ACB per CRA rules. Virtually no platform handles this correctly.
Pay for what you use. Scale from evaluation to production with no surprises.
Join the firms building assertive tax planning into their platforms. Beta access by invitation only.
Request Beta AccessEverything your engineering team needs to ship accurate ACB into your product.
Canadian tax rules built-in: Return of Capital from CDS data, automatic superficial loss detection, and multi-account averaging.
T3, T5, and T5013 tax breakdown data for thousands of Canadian ETFs, REITs, and securities.
Sub-100ms response times. Calculate ACB for an entire portfolio in a single bulk request.
Encrypted data, rate limiting, API key rotation, and full audit logging for compliance.
OpenAPI spec, Swagger docs, MCP server for AI assistants, and drop-in code examples. Ship in days, not months.
Real-time dashboard with usage metrics, billing insights, and performance monitoring.
Use ACB Platform directly in Claude Code. Search securities, calculate ACB, and manage portfolios with natural language.
Your data protected by industry-leading security standards.
All data encrypted in transit using the latest TLS 1.3 protocol. AES-256 encryption at rest.
Hosted on SOC 2 certified infrastructure with 99.9% uptime SLA and redundant backups.
SHA-256 hashed API keys with automatic 90-day rotation reminders and instant revocation.
Complete audit trail of all API requests. PIPEDA-compliant data handling for Canadian privacy law.
All data stored in Canada (Toronto). Database hosted on Oracle Cloud Canada region.
Built-in rate limiting per API key. Automatic DDoS mitigation at the edge.