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Solutions

Proven experts. Powerful automation.

Manually monitoring corporate actions and their tax implications is a massive, time-consuming task. Our best-of-breed automated solution ensures every cost basis tax consequence is rapidly, efficiently, and accurately reported. Hundreds of Wolters Kluwer legal experts keep abreast of reporting requirements and ensure the efficacy of every calculation. Seamlessly plug these results into your downstream systems for greater compliance certainty, speed, and savings.

Relevant solutions

GainsKeeper® Brokerage
GainsKeeper Brokerage
GainsKeeper calculates cost basis, adjusted for corporate actions and wash sales, and applies multiple lot relief methods for many of the top blue chip brokerage firms. It has the debt and options functionality needed to meet the requirements of 1099 tax reporting.
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Corporate Actions Suite
Corporate Actions Suite
A suite of solutions that provides financial institutions, accounting and legal professionals with detailed and accurate corporate action taxability information for portfolio and tax lot accounting, cost basis and withholding tax compliance.

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