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OPES Software Inc.

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Canada
Kirkland, QC
OPES Software Inc.

We equip the financial community with advanced tech, data, and expertise. OPES Software Inc.

(OPES) has been serving financial services organization's across the globe since 1996. OPES offers application software products, the custom-tailoring of these products, and related professional services to help its clients operate at peak levels of efficiency while they minimize their risk, and extend service to their own customers, business partners, correspondents and dealers. OPES has been a l

eading supplier of investment management and fund accounting software over the last 24 years. With its evolving, integrated straight-through-processing software solution, coupled with its highly capable team providing professional services for installation, implementation and support of your organization's next Investment Management System (IMS), OPES covers all angles of the wealth management requirements spectrum.

06/20/2026

💙 Happy Father's Day to all the incredible dads who lead with strength, love, and dedication.

Thank you for the countless sacrifices, guidance, and support that help shape brighter futures every day.

Wishing you a day filled with appreciation and joy.👨‍👧‍👦

06/11/2026

𝐁𝐚𝐡𝐚𝐦𝐚𝐬: FATCA Reporting scheduled annually from May 1 to June 30.

The Bahamas Competent Authority on May 5, 2026, issued an advisory announcing that FATCA reporting in the Bahamas is scheduled annually from May 1 to June 30.

𝐄𝐱𝐩𝐥𝐨𝐫𝐞 𝐨𝐮𝐫 𝐅𝐀𝐓𝐂𝐀 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧 and experience the ease of FATCA compliance without the hassle: http://bit.ly/3JuEFOQ

📧 [email protected] | 🌐 www.opessoftware.com

05/26/2026

Eid Adha Mubarak! 🌙✨

Wishing you a blessed Eid al-Adha. May it bring peace, prosperity, and happiness to you and your loved ones.

#عيدالاضحى

05/07/2026

Global Compliance Delivered in the Cloud!

Save time, effort, and cost with streamlined FATCA/CRS compliance in the cloud.

✅ Automation
✅ FATCA/CRS Due Diligence
✅ Reporting + IDES Package

Discover Our Solution: https://www.opessoftware.com/firecloud/
📅 Book a demo today - 🕒 24/7 Support

04/04/2026

𝐇𝐀𝐏𝐏𝐘 𝐄𝐀𝐒𝐓𝐄𝐑!

Wishing you a joyful Easter filled with renewal, growth, and fresh opportunities.

03/26/2026

𝐂𝐚𝐧𝐚𝐝𝐚: 𝐔𝐩𝐝𝐚𝐭𝐞𝐝 𝐅𝐀𝐓𝐂𝐀 & 𝐂𝐑𝐒 𝐒𝐞𝐥𝐟-𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐅𝐨𝐫𝐦𝐬

On 19 January 2026, the Canada Revenue Agency (CRA) released updated versions of the FATCA and CRS self-certification forms:

• RC518, for the declaration of tax residence for individuals under Part XVIII and Part XIX of the Income Tax Act,
• RC519, for the declaration of tax residence for entities under Part XVIII and Part XIX of the Income Tax Act,
• RC520, for the declaration of tax residence for individuals under Part XIX of the Income Tax Act,
• RC521, for the declaration of tax residence for entities under Part XIX of the Income Tax Act. At this time, these CRA‑designed forms continue to be optional.

𝐄𝐱𝐩𝐥𝐨𝐫𝐞 𝐨𝐮𝐫 𝐅𝐀𝐓𝐂𝐀 & 𝐂𝐑𝐒 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧 and experience the ease of FATCA & CRS compliance without the hassle: https://bit.ly/4c8atVi

📧 [email protected] | 🌐 www.opessoftware.com

03/21/2026

𝗛𝗔𝗣𝗣𝗬 𝗠𝗢𝗧𝗛𝗘𝗥'𝗦 𝗗𝗔𝗬!🌷

To the incredible mothers of OPES,
To the dedicated working moms balancing ambition and family,
And to every mother whose love quietly shapes the world - today, we celebrate you. 💖

Your strength, resilience, and care inspire everything we build, both in and beyond the workplace.

03/19/2026

🌙 Eid al-Fitr Mubarak - عيد الفطر مبارك

On the occasion of Eid al-Fitr, we extend our sincere greetings to our partners, clients, and colleagues.

May this auspicious time mark new beginnings, continued success, and strengthened partnerships. We remain committed to fostering collaboration, excellence, and sustainable growth in the year ahead.

Wishing you and your families peace, prosperity, and well-being.

#عيدالفطر

03/05/2026

𝐒𝐰𝐢𝐭𝐳𝐞𝐫𝐥𝐚𝐧𝐝: 𝐓𝐫𝐚𝐧𝐬𝐢𝐭𝐢𝐨𝐧 𝐭𝐨 𝐌𝐨𝐝𝐞𝐥 𝟏 𝐅𝐀𝐓𝐂𝐀 𝐈𝐆𝐀 𝐝𝐞𝐥𝐚𝐲𝐞𝐝 𝐮𝐧𝐭𝐢𝐥 𝟐𝟎𝟐𝟖

The State Secretariat for International Finance (SIF) of Switzerland on January 26, 2026, announced that Switzerland’s transition from a Model 2 to a Model 1 Foreign Account Tax Compliance Act (FATCA) Intergovernmental Agreement (IGA) with the United States has been postponed by one year, with the earliest entry into force now scheduled for January 1, 2028.

Swiss financial institutions will continue to operate under the Model 2 FATCA rules until the Model 1 IGA becomes effective.

𝐄𝐱𝐩𝐥𝐨𝐫𝐞 𝐨𝐮𝐫 𝐅𝐀𝐓𝐂𝐀 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧 and experience the ease of FATCA compliance without the hassle: http://bit.ly/3JuEFOQ

📧 [email protected] | 🌐 www.opessoftware.com

02/17/2026

Ramadan Kareem رمضان كريم🌙

May this month of reflection and generosity bring continued success, unity, and well-being to our valued clients and partners.

Adresse

3551 BoUlica St-Charles, Suite 627
Kirkland, QC
H9H3C4

Heures d'ouverture

Lundi	8am - 5pm
Mardi	8am - 5pm
Mercredi	8am - 5pm
Jeudi	8am - 5pm
Vendredi	8am - 5pm

Téléphone

+15144613650

Site Web

https://www.opessoftware.com/

Notifications

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