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Leading Provider to the Securities Industry
With ever-increasing regulations, compliance requirements and government scrutiny in the securities industry, Wolters Kluwer Financial Services is a leader in providing innovative, technology-focused products and services to help address these complexities. Our services and solutions are recognised and trusted by businesses and consumers alike, addressing the business needs of:
- Broker-dealers
- Trust banks
- Asset managers
- Investment advisers
- Fund (mutual and hedge) managers
- Law firms
- Accountants
- Third-party administrators (TPAs)
- Individual investors
Leading brands include:
- CCH Capital Changes: The CCH Capital Changes family provides critical facts and figures needed to compute a security holder’s gains from capital changes. These invaluable resources are relied on by thousands of professionals who manage investment portfolios, perform tax basis calculations for securities and/or provide investment planning advice and other services for clients. CCH Capital Changes is also used by the IRS to obtain information on the cost basis consequences of corporate actions. Covering more than 100,000 companies, the CCH Capital Changes database contains information that spans more than 100 years.
- CCH Wall Street: The CCH Wall Street brand keeps securities compliance professionals informed and current with the ever-changing regulatory environment. Nearly 80 percent of top tier securities and commodities firms rely on CCH Wall Street information products, which provide the most in-depth securities regulations coverage coupled with innovative and intuitive technology. Additionally, CCH Wall Street includes up-to-the-minute securities news, in-depth analysis of crucial compliance issues and unique tools to integrate day-to-day business activities. Users receive precision, power and depth from a trusted industry leader.
- GainsKeeper: The GainsKeeper family of products offers automated tax-based financial tools and services used by the brokerage, mutual fund and fund administration industries, as well as individual investors. GainsKeeper enables financial organisations to offer sophisticated tax lot accounting services to their customers, which range from back-office outsourcing to fully integrated, Internet-based tools and services. Since launching in 2000, GainsKeeper has processed more than 230 million trades.
