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 Data Office at a Crossroads — AI Governance, Organisational Design, and the Evolving Mandate of the CDO

Who owns AI governance in a capital markets firm – and is the Data Office structured to bear that weight? These questions sit at the heart of A-Team Research’s latest findings, presented here for the first time: the combined results of two landmark surveys examining the role of the Data Office in AI governance and...

BLOG

From AI Pilots to Always-On Compliance: The Priorities Shaping Regtech in 2026/27

Artificial intelligence is moving into live compliance workflows. That shift raises immediate questions about control: how much authority firms should give AI systems, where human review must remain, and how compliance teams can explain automated decisions to regulators and senior management. These issues will shape the agenda at RegTech Summit London on 1 October 2026....

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...