BasisPro

BasisPro: Cost Basis calculated at your fingertips

BasisPro™, provides clients with a simple way to calculate cost basis information. Specifically designed as a cost basis solution for financial advisors, planners, tax preparers, brokers, and back offices, BasisPro eliminates inaccuracies in cost basis reporting by providing an application to calculate this information efficiently.

BasisPro a simple way to calculate cost basis

• Save time by quickly calculating the complete cost basis—realized gain/loss—for any stock or mutual fund.
• Comply with Internal Revenue Code (IRC) by using the same solution the IRS depends on to calculate cost basis.
• Obtain detailed stock charts and quotes. Historical corporate action data dates back to 1950.
• Generate detailed customized cost basis reports.

Concerned about complying with Cost Basis Reporting turn to
BasisPro and Capital Changes