1. Home
  2. Wealth management
  3. Securities processing and tax reporting
Aerial view of a city at night

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.

Request details
Request details
  1. Overview
  2. How we help
  3. Solutions
  4. 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 brokerage processing solutions

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

Refinitiv Maxit

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

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
Businessman zooming on tablet

Regulation

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

Read the blog

We're here for you

Have questions? We're here to help. Talk to a real person and get the answers that matter most.

Need help?

We want our products to provide you optimum efficiency. Find technical support, product updates, training sessions and more.

Get support

Get in touch

For any questions regarding our solutions and services, our customer service representatives are here to help.

Contact us

Product logins

Already a Refinitiv customer? Find your product login.

Product logins