Wolters Kluwer Compliance Solutions partners with Broadridge to offer industry-leading cost basis solution
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The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
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The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
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Market-leading GainsKeeper solution extends the overall Broadridge offering to provide an end-to-end solution for tax reporting
Wolters Kluwer Compliance Solutions and Broadridge Financial Solutions, Inc. (NYSE: BR), a global fintech leader, have enhanced their longstanding relationship by entering into a strategic alliance to provide an industry-leading solution for cost basis and tax reporting processing needs.
The alliance provides the ability to seamlessly share necessary tax reporting data directly between Broadridge Brokerage Processing Services (BPS) clients and the GainsKeeper cost basis solution. This tighter integration will simplify the customer experience and provide the tools for tax-informed decision making. The collaboration also offers mutual customers an integrated, end-to-end solution for ongoing operations and year-end tax reporting.
“In today’s highly competitive and increasingly regulated financial services environment, the only constant is change, with no margin for cost basis calculation errors,” said Steve Meirink, Executive Vice President and General Manager for Wolters Kluwer Compliance Solutions. “Firms need a partner they can trust to help them meet both their regulatory and customer-driven requirements, while also providing them the flexible tools they need to constantly stay ahead of the curve. We are pleased to collaborate with a firm of Broadridge’s deep experience, expertise and integrity in the financial services arena to make GainsKeeper capabilities available to a broader market.”
“This offering helps clients better navigate the complex world of cost basis tracking, calculation and reporting in a manner that is seamless and transparent and further builds on our longstanding work with Wolters Kluwer,” said Mike Alexander, President of Wealth Management, Broadridge. “We are excited to better serve our clients and prospects and help them leverage the first-rate capabilities of GainsKeeper to help effectively run their business.”
GainsKeeper is a best-of-breed, automated tax processing solution that calculates, tracks, and reports cost basis, reflecting corporate actions, wash sales, and debt adjustments. It currently processes more than 60 million accounts by leveraging a sophisticated tax lot accounting engine, and its highly flexible interface integrates seamlessly with a multitude of upstream and downstream systems. The solution can be tailored to fit one’s particular environment and is available as an enterprise system that supports numerous divisions of a large organization, or as a stand-alone solution. GainsKeeper also provides cost basis reporting for digital assets (cryptocurrency) as this new asset class becomes subject to mandatory tax reporting shortly as required by recently enacted law.
Governance, Risk & Compliance is a division of Wolters Kluwer, which provides legal and banking professionals with solutions to help ensure compliance with ever-changing regulatory and legal obligations, manage risk, increase efficiency, and produce better business outcomes.