Problems solved:

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Lack of staff members to devote to monitoring corporate actions and their tax implications
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Risk due to failure to book a transaction or inaccurately booking a transaction
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Costly mistakes due to lack of understanding of the tax consequences of corporate actions
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Time-consuming processes
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Need for operational efficiency in tracking corporate action tax consequences
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Difficulty incorporating basis related adjustments into operations portfolio accounting systems
Key features:
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Highly detailed and accurate corporate action taxability information
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Automated corporate action taxability for all US and foreign equities, based on customer securities of interest
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Timely cost basis and fair market value information
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One stop shopping for all publicly available Form 8937s
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Historical corporate actions
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Cost basis calculator

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