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G2 FinTech specializes in tax analysis and
compliance software for the investment
management community. |
| Tax adjustments |
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...meets critical business requirements |
 wash sales |
book & tax book reporting accuracy |
| constructive sales |
on-demand, pre-trade decision support |
| straddles |
confidentiality of client/investor data |
| qdi
& drd |
flexible run-time options |
For a Phase-3 ready Cost Basis Reporting solution, a subset of TaxGopher
addresses single-account, single-CUSIP, wash-sale-only requirements. |
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Tweets by @G2FinTech