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: The ROI of Data Trust: Quantifying the Business Value of Data Observability

Data is the fuel that keeps modern financial institutions’ motors running but if that data can’t be trusted then the decisions made based upon it, or the uses to which its put, will be compromised. That’s especially important for data that’s fed into artificial intelligence models. If the data isn’t clean, accurate and complete, then...

BLOG

Modernising Legacy Systems Amid Ageing Infrastructure and Skills Shortages

By Wayne Kiphart, CEO CloudFirst Global. The lack of IT skills globally is widely acknowledged but the problem is particularly concerning when it comes to older systems. As the experts who built these vital platforms retire, younger generations have not been trained in the skills to maintain the infrastructure nor, sadly, have they learnt their...

EVENT

Eagle Alpha Alternative Data Conference, Fall, New York, hosted by A-Team Group

Now in its 8th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.

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...