Are Financial Institutions Ready to Take on Phases 2 and 3 of the CBR...
The level of preparedness in the industry for Phases 2 and 3 of the cost basis reporting (CBR) rules varies greatly — not only among various industry segments, but also among different firm sizes. Alex...
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Cost Basis Reporting Landscape 2012: Are Firms Staying the Course?
Join Alex Camargo, Analyst, Wealth Management, at Celent and Greg Alves, Senior Vice President, Investment Reporting at Scivantage as they share valuable insights and findings from Celent’s recent...
View ArticleCelent’s Alex Camargo on Challenges for Firms Using In-House CBR Systems
Alex Camargo, Analyst, Wealth Management at Celent, shares his ideas on the main challenges for those firms using in-house cost basis reporting systems. The post Celent’s Alex Camargo on Challenges...
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Scivantage Maxit Brochure
Turn tax compliance into a strategic strength. Cost basis reporting is one of the biggest operational challenges facing financial institutions today. With mandatory cost basis reporting requirements...
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Maxit RDS Tax Lot Data Store
As the industry continues to evolve along with Cost Basis Reporting regulations, firms are asking, “How can I maximize my investment beyond simply meeting regulatory requirements?” The answer is in the...
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Maxit® Premium Reconciliation Services
A high level of accuracy and regulatory expertise is fundamental to cost basis compliance. In order to support complex data management needs for precise and timely cost basis reporting, firms require...
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Top 5 Independent Brokerage Firm Maximizes Investment in Cost Basis Reporting...
Shortly after cost basis reporting regulations were enacted, this top ranked broker-dealer implemented Scivantage’s Maxit® product to extend automated cost basis reporting across its thousands of...
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Leading Brokerage Firm Converts to Scivantage Maxit® for Automated Cost Basis...
One of the provisions of the Emergency Economic Stabilization Bill of 2008 required financial intermediaries to report adjusted cost basis information to their clients and to the IRS. In response,...
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Beyond Compliance: Maximizing Your Cost Basis Reporting Investment
As cost basis reporting regulations inch towards their final phase, firms are now looking beyond compliance and searching for new and innovative ways to get the most out of their investment. From total...
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Cost Basis Reporting: Total Cost of Ownership
With compliance deadlines fast approaching, financial institutions are now looking toward new and innovative ways to get the most out of their cost basis reporting investment. From total cost of...
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