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

September 2021 — Apex, the “fintech for fintechs” powering innovation and the future of digital wealth management, which has previously announced a merger with Northern Star Investment Corp. II (NYSE: NSTB), has acquired Silver.  Silver’s extensive regulatory cost basis & tax reporting capabilities and other data management solutions will be integrated into the Apex platform and made available as independent SaaS offerings…

May 2021 – Silver announced further enhancements to its regulatory cost basis processing and transfer reporting solution. A series of recent enhancements — including in-line processing of Cost Basis Reporting Service (CBRS) and non-CBRS account transfers and full traceability across the entire transfer lifecycle — have further streamlined manual operations, improved the client experience, and reduced the total cost of ownership for Silver’s clients…

February 2021 — Silver announced the additions of Jean Saladino and Patricia Neil to the team. In spite of the challenges brought on by the global pandemic over the past year, Silver experienced record-breaking growth in its cost basis and wealth technology client bases and is now expanding its leadership team to move the company to the next level…
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Silver Management Group of Companies
Phone: (800) 319-6865
Email: info@silvermanagement.com

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