BMO upgrading tax tech

By Staff | January 15, 2014 | Last updated on January 15, 2014
1 min read

Technology company Broadridge Financial Solutions will be streamlining BMO’s tax reporting and data management systems.

Broadridge’s technology also lets firms to provide real-time reporting to account holders when amendments are made to financial information on tax forms. The system will also significantly reduce risks associated with manual processes while helping to enhance customer service, the tech firm says.


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The staff of have been covering news for financial advisors since 1998.