Solution introduction

Simplify your brokerage tax reporting processes with the industry’s only end-to-end tax reporting solution combining cost basis and tax information reporting in a single comprehensive platform

Today’s information reporting requirements for banks and brokerages are complex and resource consuming. In addition, fragmented vendor solutions create risk and cost challenges associated with compliance, vendor management, data integration, data accuracy and overall cost inefficiencies.

Refinitiv Maxit, the industry’s only end-to-end tax information reporting solution, was developed specifically to solve these challenges, allowing firms to focus on their core business without the cost and distraction of managing multiple vendors and large operations teams.

Refinitiv Maxit is backed by a diverse team of tax and software professionals. Clients benefit from an end-to-end solution and gain a partner committed to solving their firm’s specific business challenges.

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