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Wealth management

Securities processing and tax reporting

Serving the unique needs of retail and institutional brokerage businesses, our flexible suite of securities processing tools and tax information reporting solutions optimize your firm’s capabilities allowing you to focus on your firm’s core business strategies.

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  1. Overview
  2. How we help
  3. Solutions
  4. Announcements
  5. Insights

Mitigate risk, reduce cost and streamline back office and tax reporting operations

Our securities processing and tax reporting solutions deliver the compliance confidence you require, the efficiencies you need and the control you desire through flexible technology, unparalleled support, and enhanced capabilities.

How we help

What you get with our securities processing and tax reporting solutions

  1. 1

    Our wealth solutions are backed by industry’s strongest team of professionals. This unmatched level of expertise ensures your firm not only benefits from the best back-office and tax reporting platforms available, but you also have a partner to help solve your firm’s specific business challenges.

  2. 2

    Our solutions can be bundled together to provide a true end-to-end process or delivered individually as standalone offerings that fit seamlessly into your back-office ecosystem.

  3. 3

    Refinitiv offers an experienced support team and advanced services around each of our solutions to provide a holistic approach to streamline and simplify your firm’s processes.

Solutions

Find your bespoke securities processing and tax reporting solution

BETA securities processing solutions

Optimize your securities processing with our comprehensive, flexible suite of BETA securities processing solutions to meet the unique needs of your business.

Refinitiv Maxit

Simplify your brokerage tax reporting processes with Refinitiv Maxit - the industry’s only end-to-end tax reporting solution.

Crypto tax reporting

Gain unparalleled cost basis calculations and tax reporting with Refinitiv's Crypto Tax Reporting Solution for digital assets including currencies and tokens.

Announcements

We are leading the way

Refinitiv and NRI complete successful launch of Refinitiv BETA and I-STAR/GX with Baird

BETA and I-STAR/GX integration enables global diversification for Baird’s North American Wealth management customers.

Refinitiv wealth management brings enhanced scale to AssetMark’s platform for financial advisors

New collaboration through Refinitiv BETA platform supports evolving needs of financial advisors and their investors.

Refinitiv and NRI Win FTF Award for Best New Post-Trade Solution

Integrated solution – Refinitiv’s BETA and NRI’s I-STAR/GX – wins “best new post-trade solution” at the FTF news technology innovation awards 2020

Insights

Discover our latest thinking

the cover of the wealth management report

Wealth Report

The Transformation of Wealth Management: Five trends for 2020 and beyond

Find out more
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Regulation

The Consolidated Audit Trail (CAT): Unpacking challenges and solutions

Read the blog

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