Description: Discover Apex Silver's cloud-based cost basis and tax reporting, designed to reduce TCO and improve transparency. Learn more today.
SOLUTIONS NEWS TEAM COMPANY CONTACT SILVER SOLUTIONS BROKERAGE COST BASIS For brokerage firms and related service providers seeking to significantly reduce operating expenses and enhance client experiences, Silver delivers the full spectrum of regulatory cost basis processing solutions including its best-in-class Silver Cost Basis software and onshore business process outsourcing (BPO) services. Unlike legacy cost basis vendors or homegrown solutions, Silver Cost Basis ensures regulatory compliance at a dem
June 2021 – Silver has fully released its 5-part video series — ‘Wealth Technology Viewpoints’ — through which well-known industry experts provide meaningful insights into the most significant challenges facing today’s WealthTech executives. The series is moderated by Lori Hardwick who engages with a panel of visionary consultants to interactively discuss their unique perspectives on the current and future states of wealth management technology…
May 2021 – Silver announced further enhancements to its regulatory cost basis processing and transfer reporting solution. A series of recent enhancements — including in-line processing of Cost Basis Reporting Service (CBRS) and non-CBRS account transfers and full traceability across the entire transfer lifecycle — have further streamlined manual operations, improved the client experience, and reduced the total cost of ownership for Silver’s clients…