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Our products

Software we build and ship ourselves

We don't only consult. We build our own financial technology, so we know what it takes to ship products people rely on every day. Meet the two we're proudest of.

Reference data

RDMFin

A configurable reference data management suite that helps financial institutions transform and migrate data across platforms, with minimal effort and AI-driven analytics that keep everything clean, mapped and insight-ready.

  • Configurable by design

    Adapt to your data models and workflows without heavy re-engineering.

  • Cross-platform migration

    Move and reconcile financial data across systems with full traceability.

  • AI analytics built in

    Surface insights and anomalies automatically across your pipeline.

Explore RDMFin
RDMFin · ConsoleLive
1.24Mrecords
99.4%mapped
24sources
  • Equity · ASynced412K
  • Fixed income · BMapped338K
  • Derivatives · CValidating190K
Easy TaxFilerAI-assisted
10+years experience
AIdriven accuracy
US + globalfiling
  • Tax preparationIncluded
  • Advisory & strategyIncluded
  • Bookkeeping & payrollIncluded
  • FBAR · FATCA · PFICGlobal
Tax & accounting

Easy TaxFiler

Your trusted partner for taxes & accounting.

An AI-powered tax and accounting practice offering strategic planning, preparation, compliance and bookkeeping for individuals and businesses nationwide, from W-2 earners and 1099 contractors to LLCs, corporations and global filers.

  • Tax preparation & advisory

    Responsive filing plus year-round, strategy-led planning for even the most complex portfolios.

  • US & international compliance

    FBAR, FATCA, PFIC and Streamlined Procedures, handled with audit-ready accuracy.

  • Bookkeeping & payroll

    Clean books and small-business accounting, so nothing slips through the cracks.

About Easy TaxFiler

Taxes and accounting, handled with care

More than a filing tool, Easy TaxFiler is a full tax and accounting practice, pairing 10+ years of expertise with AI-driven accuracy to keep individuals and businesses compliant and optimized all year round.

Tax advisory & strategy

Foreign asset reporting and business-structure optimization, planned around your goals.

Tax preparation

Responsive, accurate filing for diverse portfolios and complex financial structures.

Tax compliance

FBAR, FATCA, PFIC and Streamlined Procedures for US and foreign obligations, done right.

Bookkeeping & payroll

Clean, up-to-date books and reliable payroll for small businesses of every size.

Business discovery

Entity assessment and tax modeling to structure your business the smart way.

Year-round planning

Proactive advice all year, not just at filing season, so there are no surprises.

Want a closer look?

Book a walkthrough of RDMFin or ETF, or tell us about a product you'd like us to build.