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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.

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.

Wealth management insights

Gain leading industry insights fueled by our access to best-in-class data and human expertise. Our blogs, videos, special reports, research, and thought leadership detail how to best navigate through the fast-evolving wealth management landscape.