Purpose-built platform for Regulated Investment Companies. Automate qualification testing, optimize distributions, and maintain SEC-compliant audit trails—all in one modern interface.
Meeting IRC Section 851 qualification requirements demands sophisticated technology and deep tax expertise. Traditional spreadsheet-based approaches create compliance risk, operational inefficiency, and missed optimization opportunities.
Manual calculations increase error rates. Missing a qualification test can result in loss of RIC status and double taxation.
Disconnected systems force tax professionals to reconcile data across multiple platforms, wasting valuable time.
Limited visibility into excise tax exposure and distribution planning means funds pay more tax than necessary.
Every feature designed specifically for IRC Sections 851, 852, and 4982 compliance
Automated 90% income test, diversification test, and distribution requirement monitoring with real-time alerts.
Sophisticated calculations including loss carryforwards, post-October deferrals, and foreign tax credits.
Section 4982 compliance with quarterly spillover tracking and distribution planning.
Automated Form 1099-DIV generation with complete tax characterization and IRS e-filing support.
SEC/PCAOH-compliant documentation with complete source linkage and version control.
White-label platform for fund administrators serving multiple client organizations.
The only platform combining deep tax expertise with modern technology
Automate calculations that previously took days. Run complete RIC qualification tests in seconds.
Real-time monitoring with automated alerts ensures you never miss a qualification requirement.
Advanced excise tax modeling and distribution planning minimize total tax burden across your fund complex.
Multi-tenant architecture enables fund administrators to serve hundreds of clients from a single platform.
Choose the licensing model that fits your business
Dedicated environments for each client organization
Pricing based on total funds across all tenants
Unlimited everything for large organizations
All plans include platform hosting, security updates, technical support, and quarterly feature releases
Join leading fund administrators and accounting firms using RICSight to streamline compliance and optimize tax efficiency.