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

March 2021 — Silver announced the imminent release of a 5-episode video series — “Wealth Technology Viewpoints” — which offers meaningful insights into the most significant challenges facing today’s industry leaders.  The series is moderated by Lori Hardwick who engaged with a panel of prominent industry experts to interactively discuss their unique perspectives on the current and future states of wealth management technology…

February 2021 — Silver announced the additions of Jean Saladino and Patricia Neil to the team. In spite of the challenges brought on by the global pandemic over the past year, Silver experienced record-breaking growth in its cost basis and wealth technology client bases and is now expanding its leadership team to move the company to the next level…

October 2020 — Silver announced numerous improvements to its best-in-class cost basis platform, further reducing total cost of ownership and enhancing client experience for cost basis processing and tax reporting. Silver enhanced its fully automated corporate action processing, detailed fixed income amortization and accretion statements, and comprehensive modern API for real-time access to cost basis data…

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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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