The comprehensive suite of post-trade products and services includes the Maxit cost basis reporting platform, debt processing and, information reporting services to provide all the tax information essential to meet the reporting requirements to produce specific tax forms. The new solution will also deliver a comprehensive set of pre-trade tax optimization and analysis tools to help investors and advisors maximize after-tax performance and institutions minimize tax leakage caused by investor tax outflows. Wrapped around the product solution are managed services to reduce the burden of tax processing on the back-office and operations team

Software as a service (SAAS) services featuring software in the field of tax reporting and tax declaration procedures for calculating, reviewing and reporting 1099 payments, tax reporting, and producing specific tax forms for securities investments, and for providing reports for pre-trade tax optimization and analysis to help investors and advisors maximize after-tax performance