SILVER SOLUTIONS

For brokerage firms and related service providers seeking to significantly reduce operating expenses and enhance client experiences, Silver delivers the full spectrum of regulatory cost basis processing solutions including its best-in-class Silver Cost Basis software and onshore business process outsourcing (BPO) services.

Unlike legacy cost basis vendors or homegrown solutions, Silver Cost Basis ensures regulatory compliance at a demonstrably lower total cost of ownership (TCO).
For digital currency brokers, exchanges, and related service providers seeking a reputable crypto tax solution to enhance client experiences and prepare for ever-increasing regulatory scrutiny, Silver delivers the full range of cost basis processing using its modern 24×7 real-time Silver Cost Basis solution.

Unlike competitive start-up or homegrown cost basis solutions, Silver Cost Basis extends its experience and leadership position in securities cost basis processing to the cryptocurrency industry.
For leading-edge wealth technology platform owners seeking to deliver truly differentiated client experiences, Silver offers its ultra-scalable cloud-based Wealth Harmony solution, featuring the first-of-its-kind Unified Data foundation with essential third-party integrations and numerous plug-and-play applications.

Unlike competitive “all-in-one” or homegrown solutions, Wealth Harmony empowers investment firms and related service providers to quickly and cost-effectively grow their businesses by offering their own unique wealth technology platforms.

SILVER NEWS

September 2021 — Apex, the “fintech for fintechs” powering innovation and the future of digital wealth management, which has previously announced a merger with Northern Star Investment Corp. II (NYSE: NSTB), has acquired Silver.  Silver’s extensive regulatory cost basis & tax reporting capabilities and other data management solutions will be integrated into the Apex platform and made available as independent SaaS offerings…

June 2021 – Silver has fully released its 5-part video series — ‘Wealth Technology Viewpoints’ — through which well-known industry experts provide meaningful insights into the most significant challenges facing today’s WealthTech executives. The series is moderated by Lori Hardwick who engages with a panel of visionary consultants to interactively discuss their unique perspectives on the current and future states of wealth management technology…

May 2021 – Silver announced further enhancements to its regulatory cost basis processing and transfer reporting solution. A series of recent enhancements — including in-line processing of Cost Basis Reporting Service (CBRS) and non-CBRS account transfers and full traceability across the entire transfer lifecycle — have further streamlined manual operations, improved the client experience, and reduced the total cost of ownership for Silver’s clients…

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SILVER TEAM

As Managing Partner (Business), Blake is responsible for establishing and enriching client relationships, identifying opportunities for partnerships and growth, and overseeing all aspects of Silver’s business operations. Since founding the company in 1991, Blake has successfully led development and deployment of numerous enterprise-scale brokerage processing solutions. Prior to founding Silver, he was a Computer Programmer for IBM Corporation and CACI Field Services. Blake earned his B.S. in Economics at the Wharton School of the University of Pennsylvania with concentrations in Marketing and Decision Science.

As Managing Partner (Product), Neal is responsible for Silver’s suite of investment services processing software. An acknowledged expert in cost basis portfolio accounting and investment tax reporting, he guides Silver’s interpretation of IRS regulations and related statutes, serves as an industry thought leader, and is a frequent speaker at various tax conferences. Prior to joining Silver, he served as Chief Enterprise Architect at TD Ameritrade and Technical Director at CheckFree Investment Services (now Tegra118). Neal earned his M.A. in Industrial Design and Human Factors from The Pratt Institute and his B.A. in Political Economics from Princeton University.

As Managing Partner (Technology), Rob is responsible for all technical aspects of Silver’s brokerage processing software and related infrastructure services. He heads a team of highly-skilled and experienced software development professionals in technical design, application architecture, research and development, software deployment, technical operations, and information security. Prior to joining Silver in 1999, Robert served in various technology positions with CheckFree Investment Services (now Tegra118), Prudential Investments, ILX Trading Systems (now Refinitiv), and Brown Brothers Harriman. Robert earned his B.S. in Computer Science from the State University of New York at Stony Brook.

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The Silver team applies decades of securities industry and software development experience along with a passion for solving real-world problems to deliver cost-effective brokerage operations, cost basis reporting, and wealth management solutions for our clients.

SILVER MANAGEMENT GROUP OF COMPANIES

SILVER VISION

Financial
Independence
For All

SILVER MISSION

Enabling secure and timely access to trusted financial information

CONTACT INFO

Silver Management Group of Companies
Phone: (800) 319-6865
Email: info@silvermanagement.com

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