With Phase I and Phase II of Cost Basis Reporting requirements in the rearview mirror, and time to reflect given the one-year deferment of Phase III implementation, firms have had the opportunity to assess successes and continued challenges in their cost basis reporting strategy, internal processes and chosen technologies. This self-assessment has left some firms looking to further streamline and automate their cost basis reporting solutions.
After extensive survey of broker-dealers, mutual funds, transfer agents, custodians, prime brokers and technology providers, Celent’s research presents a forward outlook based on the ongoing trends, successes and challenges in the cost basis reporting market, and assesses firms’ technology choices and evolving strategies.
Join Alex Camargo, Analyst, Wealth Management, at Celent and Greg Alves, Senior Vice President, Investment Reporting at Scivantage as they share valuable insights and findings from Celent’s recent research: “Cost Basis Reporting Landscape 2012: An Analysis of Readiness of Firms, Technology Capabilities and Lessons Learned”.
Key topics covered during this webinar, include:
- The state of the industry as it relates to a cost basis reporting readiness
- The demand analysis from firms for cost basis reporting solutions
- Technology capabilities required by the varied market segments
You can register here for full access to listen on Thursday, October 4, at 4:00 PM EDT.