At Caseware’s October 2026 Lux FinTax User Event in Luxembourg, Gen II Fund Services shared how moving to Lux FinTax Cloud Software has simplified complex fund reporting, reduced duplicate work and eCDF filing into one automated workflow.
At the 4th annual Caseware Lux FinTax User Event in Luxembourg, Gen II Fund Services shared how it automatically prepares financial statements with Caseware Lux FinTax Cloud Software. The event brought together clients, Caseware Belgium & Luxembourg management and product teams to exchange experiences and discuss new developments.
Ashokkumar Chelladurai, Senior Officer – Real Estate & Private Equity Funds at Gen II Fund Services, a global fund administrator serving private capital asset managers and investors, presented the company’s move from desktop to cloud-based reporting. After more than seven years using Caseware, Gen II migrated to Lux FinTax Cloud in 2025.
Simplifying complex fund reporting
With more than 500 clients and structures spanning funds, compartments and special purpose vehicles (SPVs), Gen II needed flexible automation tools. Working with Caseware, its team adapted fund templates and charts of accounts to client requirements. The resulting templates can be reused across entities, reducing repetitive work.
A key benefit has been integrating financial statement preparation with Luxembourg’s eCDF filing process. Previously, Gen II used separate software for filings, creating extra steps and client exchanges. Lux FinTax Cloud Software now lets teams prepare statements, share both financial statement and eCDF formats for review, and export XML files for submission.
“Once everything is finalised, we can export the XML file from Caseware and directly import it into the eCDF platform,” Chelladurai explained. The change helps avoid duplicated work.
Better collaboration and potential expansion
Gen II also prepares its corporate tax returns within Caseware Lux FinTax and can then submit them via MyGuichet.lu. Working in the same platform, the Tax team can continue in the same client file using the validated data already used by the Accounting team to prepare the financial statements.
Following its Luxembourg implementation, Gen II has demonstrated the solution to colleagues in other offices and is exploring use in additional jurisdictions, including the UK and US. Chelladurai also praised Caseware’s technical support and Academy training resources for helping teams handle complex reporting needs.
Luxembourg technology shaped by users
The User Event gave customers the opportunity to connect directly with Caseware’s management and product teams. Caseware also introduced new capabilities, including Verity AI.
Designed for Luxembourg’s accounting and tax requirements, Lux FinTax helps fund administrators, fiduciaries and accounting firms standardise reporting, automate financial statement preparation and reduce manual work.
Chelladurai encouraged organisations still working in Word, Excel or desktop software to explore the Caseware Lux FinTax cloud solution for more efficient reporting.
“If you’ve prepared financial statements previously manually or partly manually, have a look at the Caseware Lux FinTax cloud solution. It will really save you time and eliminate duplicated work.”
Ashokkumar Chelladurai, Gen II Fund Services
Discover Caseware Lux FinTax: https://www.caseware.lu/en-lu/cloud-app-lux-fintax?utm_source=bcc&utm_medium=news&utm_campaign=press-release-gen2
