About a-team Marketing Services
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Broadridge Announces New Tax Forms Plus Solution

Subscribe to our newsletter

Broadridge Financial Solutions today announced the rollout of Tax Forms Plus, a new application providing automated tax form processing for securities broker-dealers throughout Canada.

With the Tax Forms Plus system, the creation, amendment, duplication and cancellation of a client’s tax forms has been dramatically streamlined, simultaneously offering enhanced scalability, security and flexibility. In addition, the Tax Forms Plus system is fully integrated with Broadridge’s Investor Communications platform for printing and fulfilment of client tax slips.

Michael Dignam, president, Securities Processing Solutions – Canada, Broadridge, noted, “We are pleased to offer the Canadian financial services industry a unique year-end solution combining our strength in developing software services and data/document management capabilities. The result is an efficient management process for delivering client tax slips and files to the Canadian Revenue Agency, Revenu Quebec and the US Internal Revenue Service.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Building a Semantic Layer for Your Enterprise Data Estate

The democratisation of data has encouraged engineers to think about how to make their data estates more accessible and useable for non-technical business end-users. Translating intention into data action requires careful configuration that enables consumers to mine insight, analytics and value without having to use precise technical terminology. Data engineers achieve this through semantic layers,...

BLOG

AI Won’t Replace Compliance Professionals, but the EU’s AMLA Will Change How They Work

As the EU’s new Anti-Money Laundering Authority raises expectations around AML, firms are moving beyond transaction monitoring towards behavioural intelligence. Adam McLaughlin, Director of Financial Crime at Fenergo, argues that whilst AI will become central to that transition, human judgement remains the deciding factor. Historically, financial institutions have approached anti-money laundering as a process centred...

EVENT

TEST Event page 2

Now in its 15th year the TradingTech Summit London brings together the European trading technology capital markets industry and examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.

GUIDE

Regulatory Data Handbook 2026 – Fourteenth Edition

Welcome to the fourteenth edition of A-Team Group’s Regulatory Data Handbook. Supervisors increasingly expect firms to demonstrate which rules apply, which data supports each obligation, who owns the control and how exceptions are identified and resolved. Policies and implementation programmes must now be supported by records that can withstand regulatory scrutiny. This edition examines material...