SILVER BROKERAGE SOLUTIONS

Brokerage Cost Basis
For brokerage firms and related service providers seeking to significantly reduce operating expenses and enhance client experiences, Silver delivers the full spectrum of regulatory cost basis processing solutions including its best-in-class Silver Cost Basis software and onshore business process outsourcing (BPO) services.
Unlike legacy cost basis vendors or homegrown solutions, Silver Cost Basis ensures regulatory compliance at a demonstrably lower total cost of ownership (TCO).
SILVER CRYPTOCURRENCY SOLUTIONS

Cryptocurrency Cost Basis
For digital currency brokers, exchanges, and related service providers seeking a reputable crypto tax solution to enhance client experiences and prepare for ever-increasing regulatory scrutiny, Silver delivers the full range of cost basis processing using its modern 24×7 real-time Silver Cost Basis solution.
Unlike competitive start-up or homegrown cost basis solutions, Silver Cost Basis extends its experience and leadership position in securities cost basis processing to the cryptocurrency industry.
SILVER NEWS
October 2020 — Silver announced numerous improvements to its best-in-class cost basis platform, further reducing total cost of ownership and enhancing client experience for cost basis processing and tax reporting. Silver enhanced its fully automated corporate action processing, detailed fixed income amortization and accretion statements, and comprehensive modern API for real-time access to cost basis data…

July 2020 — There is no doubt that these last few months have been exceptionally disruptive. In one way or another, we have all been forced out of our comfort zones. As we work together to overcome the great adversity of these uncertain times, I sincerely hope that each of us can also discover a silver lining…
A message from our CEO…
“It’s only after you’ve stepped outside your comfort zone that you begin to change, grow, and transform.” — Roy T. Bennett
There is no doubt that these last few months have been exceptionally disruptive. In one way or another, we have all been forced out of our comfort zones. As we work together to overcome the great adversity of these uncertain times, I sincerely hope that each of us can also discover a silver lining.
Personally, I am finding much more time to connect with my wife and four children. Regular family dinners, movie nights, driveway pickleball tournaments, and an organized garage are welcome changes – particularly as my kids prepare to leave for their colleges and ballet school in Austin, Boulder, Miami, and San Francisco. We are making the most of this extra time together.
Professionally, thanks to the fortitude and efforts of the entire Silver team, our business is also experiencing a bright side during these challenging times. Silver Cost Basis is seeing unprecedented interest from firms seeking to transform their legacy cost basis operations by significantly reducing operating expense and enhancing the client experience. Similarly, Silver Wealth Technologies is growing exponentially as wealth tech platform owners are leveraging Wealth Harmony to quickly and cost-effectively grow their businesses.
Like all of you, I look forward to better days ahead. Stay healthy!
Blake Henry, CEO

A message from our CEO…
“It’s only after you’ve stepped outside your comfort zone that you begin to change, grow, and transform.” — Roy T. Bennett
There is no doubt that these last few months have been exceptionally disruptive. In one way or another, we have all been forced out of our comfort zones. As we work together to overcome the great adversity of these uncertain times, I sincerely hope that each of us can also discover a silver lining.
Personally, I am finding much more time to connect with my wife and four children. Regular family dinners, movie nights, driveway pickleball tournaments, and an organized garage are welcome changes – particularly as my kids prepare to leave for their colleges and ballet school in Austin, Boulder, Miami, and San Francisco. We are making the most of this extra time together.
Professionally, thanks to the fortitude and efforts of the entire Silver team, our business is also experiencing a bright side during these challenging times. Silver Cost Basis is seeing unprecedented interest from firms seeking to transform their legacy cost basis operations by significantly reducing operating expense and enhancing the client experience. Similarly, Silver Wealth Technologies is growing exponentially as wealth tech platform owners are leveraging Wealth Harmony to quickly and cost-effectively grow their businesses.
Like all of you, I look forward to better days ahead. Stay healthy!
Blake Henry, CEO


A message from our CEO…
Silver’s corporate vision ~ Financial Independence For All ~ The Bruce Williams Show on the radio. It led me to start this company in 1991. Today, it motivates the entire Silver team to deliver on our corporate mission to enable secure and timely access to trusted financial information. Here is how we are doing it:
- The “race to zero” trading commissions is forcing brokerage service providers to reduce costs and scale their operations. Last year, our clients converted millions of investment accounts from competitors’ legacy cost basis systems onto our modern Silver Cost Basis solution, dramatically improving their operational efficiencies and saving millions of dollars each year.
- Advisory fee compression and the growth of digital wealth solutions are driving wealth managers and their technology partners to do more for less. Last year, Silver launched Wealth Harmony – the first-of-its-kind, foundational wealth data platform – to maximize operational efficiencies, deliver value-add analytics and functionality, and turbocharge our clients’ unique wealth management solutions.
- Increasing regulatory scrutiny around the emerging cryptocurrency asset class is compelling digital currency brokers, exchanges, and platform providers to step up their compliance efforts. Silver Cost Basis supports our clients by providing fully compliant processing for every cryptocurrency event, including coin/fiat trades, coin/coin trades, payments, transfers, and income from hard forks, airdrops, mining, staking, and stablecoin interest.
It is often said that change brings opportunity, and there is certainly no shortage of change in the investment services industry. I’m eager for Silver and our clients to capitalize on those opportunities in 2020. Thanks!
Blake Henry, CEO

A message from our CEO…
Things are not always what they seem. Plato’s well-known quote was the theme of Silver’s recent client appreciation event in New York City where our clients, partners, and employees enjoyed a memorable evening with great company and world-class illusionist Alex Voz. It is no exaggeration that Alex transformed a room full of skeptics into believers.
We regularly face a similar challenge at Silver. Our clients seek to grow their businesses by improving customer experience, increasing operational efficiency, and lowering costs. Although Silver’s comprehensive business & technology solutions (which are designed to achieve all of these client objectives) are initially met with skepticism, the Silver team consistently delivers success for our clients (on-time and within budget). This is why clients choose Silver!
Blake Henry, CEO
