Tax and Client Reporting Solutions
Ease your tax reporting burden as you apply the latest tax reporting best practices. Our end-to-end, cost basis and form reporting solution eliminates redundancies and mitigates risk — with the industry’s lowest tax correction rate.
Consolidate tax form reporting into a single platform
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Utilize one ecosystem for data intake, income reclassification, cost basis, and tax form output
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Run daily data processing and gain a view of tax forms throughout the year
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Process event-driven factors and apply payment adjustments on announcement
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Support cost basis reconciliations across every asset class with our Apex-Silver integration
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Obtain full-audit tracking
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Handle complex transactions from corporate actions to wash sales
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Keep current with changing tax regulations
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Leverage an unparalleled depth and breadth of tax reference data, including issuer-sourced data for publicly traded instruments
Master your compliance challenges
Expedite reporting with daily processing and real-time updates
Simplify data management, recipient verification, cost basis reconciliation, IRS and direct state reporting, and distribution via print and mail.
Increase efficiency with seamless integration
Utilize real-time cost basis analysis, on-demand visualizations, and a common data sourcing and management model with a full audit trail.
Eliminate the need for multiple vendors and solutions
Achieve greater flexibility and scale while minimizing infrastructure costs with streamlined deployment.
Tap into decades of tax expertise
Keep up with regulatory developments, experience world-class service, and gain essential industry insights from Broadridge tax-reporting experts.
