OPES Software Inc.

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.

Eid Adha Mubarak! ๐ŸŒ™โœจWishing you a blessed Eid al-Adha. May it bring peace, prosperity, and happiness to you and your lov...
05/26/2026

Eid Adha Mubarak! ๐ŸŒ™โœจ

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

#ุนูŠุฏุงู„ุงุถุญู‰

Global Compliance Delivered in the Cloud!Save time, effort, and cost with streamlined FATCA/CRS compliance in the cloud....
05/07/2026

Global Compliance Delivered in the Cloud!

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

โœ… Automation
โœ… FATCA/CRS Due Diligence
โœ… Reporting + IDES Package

Discover Our Solution: https://www.opessoftware.com/firecloud/
๐Ÿ“… Book a demo today - ๐Ÿ•’ 24/7 Support

๐‡๐€๐๐๐˜ ๐„๐€๐’๐“๐„๐‘!Wishing you a joyful Easter filled with renewal, growth, and fresh opportunities.
04/04/2026

๐‡๐€๐๐๐˜ ๐„๐€๐’๐“๐„๐‘!

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

๐‚๐š๐ง๐š๐๐š: ๐”๐ฉ๐๐š๐ญ๐ž๐ ๐…๐€๐“๐‚๐€ & ๐‚๐‘๐’ ๐’๐ž๐ฅ๐Ÿ-๐‚๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง ๐…๐จ๐ซ๐ฆ๐ฌOn 19 January 2026, the Canada Revenue Agency (CRA) released updated...
03/26/2026

๐‚๐š๐ง๐š๐๐š: ๐”๐ฉ๐๐š๐ญ๐ž๐ ๐…๐€๐“๐‚๐€ & ๐‚๐‘๐’ ๐’๐ž๐ฅ๐Ÿ-๐‚๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง ๐…๐จ๐ซ๐ฆ๐ฌ

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

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

๐„๐ฑ๐ฉ๐ฅ๐จ๐ซ๐ž ๐จ๐ฎ๐ซ ๐…๐€๐“๐‚๐€ & ๐‚๐‘๐’ ๐’๐จ๐ฅ๐ฎ๐ญ๐ข๐จ๐ง and experience the ease of FATCA & CRS compliance without the hassle: https://bit.ly/4c8atVi

๐Ÿ“ง [email protected] | ๐ŸŒ www.opessoftware.com

๐—›๐—”๐—ฃ๐—ฃ๐—ฌ ๐— ๐—ข๐—ง๐—›๐—˜๐—ฅ'๐—ฆ ๐——๐—”๐—ฌ!๐ŸŒทTo the incredible mothers of OPES,To the dedicated working moms balancing ambition and family,And to...
03/21/2026

๐—›๐—”๐—ฃ๐—ฃ๐—ฌ ๐— ๐—ข๐—ง๐—›๐—˜๐—ฅ'๐—ฆ ๐——๐—”๐—ฌ!๐ŸŒท

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. ๐Ÿ’–

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

๐ŸŒ™ Eid al-Fitr Mubarak - ุนูŠุฏ ุงู„ูุทุฑ ู…ุจุงุฑูƒOn the occasion of Eid al-Fitr, we extend our sincere greetings to our partners, ...
03/19/2026

๐ŸŒ™ Eid al-Fitr Mubarak - ุนูŠุฏ ุงู„ูุทุฑ ู…ุจุงุฑูƒ

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.

#ุนูŠุฏุงู„ูุทุฑ

๐’๐ฐ๐ข๐ญ๐ณ๐ž๐ซ๐ฅ๐š๐ง๐: ๐“๐ซ๐š๐ง๐ฌ๐ข๐ญ๐ข๐จ๐ง ๐ญ๐จ ๐Œ๐จ๐๐ž๐ฅ ๐Ÿ ๐…๐€๐“๐‚๐€ ๐ˆ๐†๐€ ๐๐ž๐ฅ๐š๐ฒ๐ž๐ ๐ฎ๐ง๐ญ๐ข๐ฅ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ–The State Secretariat for International Finance (SIF) of ...
03/05/2026

๐’๐ฐ๐ข๐ญ๐ณ๐ž๐ซ๐ฅ๐š๐ง๐: ๐“๐ซ๐š๐ง๐ฌ๐ข๐ญ๐ข๐จ๐ง ๐ญ๐จ ๐Œ๐จ๐๐ž๐ฅ ๐Ÿ ๐…๐€๐“๐‚๐€ ๐ˆ๐†๐€ ๐๐ž๐ฅ๐š๐ฒ๐ž๐ ๐ฎ๐ง๐ญ๐ข๐ฅ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ–

The State Secretariat for International Finance (SIF) of Switzerland on January 26, 2026, announced that Switzerlandโ€™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.

๐„๐ฑ๐ฉ๐ฅ๐จ๐ซ๐ž ๐จ๐ฎ๐ซ ๐…๐€๐“๐‚๐€ ๐’๐จ๐ฅ๐ฎ๐ญ๐ข๐จ๐ง and experience the ease of FATCA compliance without the hassle: http://bit.ly/3JuEFOQ

๐Ÿ“ง [email protected] | ๐ŸŒ www.opessoftware.com

Ramadan Kareem ุฑู…ุถุงู† ูƒุฑูŠู…๐ŸŒ™May this month of reflection and generosity bring continued success, unity, and well-being to ...
02/17/2026

Ramadan Kareem ุฑู…ุถุงู† ูƒุฑูŠู…๐ŸŒ™

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

๐’๐ž๐š๐ฌ๐จ๐งโ€™๐ฌ ๐†๐ซ๐ž๐ž๐ญ๐ข๐ง๐ ๐ฌ ๐ŸŽ„โœจWe thank you for your trust and valued partnership throughout the year.Wishing you a joyful holiday...
12/24/2025

๐’๐ž๐š๐ฌ๐จ๐งโ€™๐ฌ ๐†๐ซ๐ž๐ž๐ญ๐ข๐ง๐ ๐ฌ ๐ŸŽ„โœจ

We thank you for your trust and valued partnership throughout the year.

Wishing you a joyful holiday season and continued success ahead.

๐’๐ฐ๐ข๐ญ๐œ๐ก ๐ญ๐จ ๐…๐ˆ๐‘๐„๐‚๐‹๐Ž๐”๐ƒ โ€“ The Next-Generation FATCA & CRS Platform!Achieve faster, easier, expert-backed FATCA & CRS complia...
12/16/2025

๐’๐ฐ๐ข๐ญ๐œ๐ก ๐ญ๐จ ๐…๐ˆ๐‘๐„๐‚๐‹๐Ž๐”๐ƒ โ€“ The Next-Generation FATCA & CRS Platform!

Achieve faster, easier, expert-backed FATCA & CRS compliance while reducing IT burden and avoiding costly penalties.

โœ… Automate FATCA & CRS reporting end-to-end
โœ… Lower compliance operating costs
โœ… Instantly resolve FATCA XML errors
โœ… Built-in IRS & OECD regulatory updates

Learn more: https://www.opessoftware.com/firecloud/

๐Ÿ“… Book a demo today - ๐Ÿ•’ 24/7 Support

Address

3700 Rue St-Patrick Suite 310
Montreal, QC
H4E1A2

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15144613650

Website

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