Users

Capital Changes is a must-have resource for anyone who needs U.S. and international corporate action information, tax analysis of those actions, cost basis adjustments and other information relating to corporate actions.

Typically, users of our products come from:

• Financial services firms, including users who work with:

• Corporate actions

  Taxes

  Operations

  Cost basis

  Gains and losses

  Portfolio accounting

  Portfolio management

  Investment management

  Trust operations

  Reorganization

  Clearing and settlement

  Asset servicing

  Client reporting

  Fund accounting

  Dividends

  Research support

  Valuation

  Custodians

• Law firms
• Tax/accounting firms
• Estate planners

Capital Changes helps these users streamline workflow processes relating to a wide range of activities, including:

• Performing tax basis calculations for securities
• Determining gain/loss on taxable transactions
• Managing investment portfolios
• Preparing income tax returns
• Managing equity assets
• Updating shareholder accounts
• Maintaining cost basis information on periodic client statements
• Providing investment planning advice
• Estate and gift tax planning
• Acting as a trustee for individuals or corporate clients