10 Minutes of Your Time Will Return Dividends.

Celent and Wolters Kluwer Financial Services have teamed up to better validate the specific needs, preference, or pain points in the market due to the new cost basis reporting law and we invite you to participate in this new national study.

Due to the complexities related to cost basis reporting, many firms are considering how they will develop and/or implement a cost basis system that will meet the new requirements. The concern is that many institutions may not yet have grasped all the implications of the new cost basis reporting law.

As such, we are soliciting the opinions of financial service executives and managers like you to develop statistics and information to support the industry as it works for the optimal solution to this Congressional mandate.

This information will be summarized in a report available to both financial services firms and interested observers. As a respondent, you will receive a copy of this report before all others at no charge.

This survey consists of 15 multiple choice questions and will take you no more than 10 minutes to complete.

If you’d like to participate, please click on the link below.