Silver - Company Profile

Automated tax reporting solution for financial institutions, broker-dealers, and wealth management firms. It offers a cloud-based ecosystem designed for fintechs, broker-dealers, and wealth management firms, providing solutions for cost basis and tax reporting. The platform offers automated calculations, real-time data access, and detailed traceability to empower users to view, understand, and trust every calculation and adjustment made. It helps reduce manual errors while processing enterprise-scale volumes of trades, wash sales, corporate actions, and income reclassifications. Available as a unified platform or standalone modules, it offers real-time cost basis processing, corporate action processing, fixed income processing, and wash sale traceability. The platform also provides real-time tax statements, flexible tax servicing, and simplified income reallocation. It offers APIs, SDKs, and a sandbox environment for developers to explore, test, and innovate.