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What is TradeLog?

TradeLog equips you with vital tools that extend far beyond simple tax report generation. You have the ability to effectively manage wash sales, apply specialized tax regulations, and even shift to a trader tax status if desired. For more than twenty years, countless traders and tax professionals have depended on TradeLog's comprehensive reporting services. Should you wish to delegate the intricate tax details, our turnkey service options through Trader Tax Solutions by TradeLog enable you to focus on your trading endeavors while we manage all tax-related matters. Although broker 1099-B reports comply with IRS guidelines, individual taxpayers face unique reporting requirements. TradeLog utilizes your actual trading history to create IRS-compliant reports essential for active traders and investors during tax time. By reconciling these reports with your 1099-B, you can make any necessary corrections to ensure accurate reporting. This all-encompassing strategy not only simplifies the tax filing process but also offers you peace of mind as you navigate the complexities of your trading journey. Thus, with TradeLog, you can confidently tackle tax season without the usual stress.

What is Iress?

Custom software specifically developed for the financial services industry aims to boost operational efficiency. Managing a financial services business can be quite daunting, and that is where our solutions come into play. Across various regions such as the UK, Europe, North America, APAC, and South Africa, more than 9,000 investment firms, wealth management companies, advisory services, trading entities, and brokerage firms are setting ambitious targets and achieving remarkable success through our performance-oriented software. The challenges involved in running a financial services operation are growing more complex, with significant daily demands on both resources and finances. As pressures rise—whether from increasing data needs, stricter compliance standards, or intense competition—we are dedicated to providing the necessary support. Around the world, a diverse range of financial advisors, wealth managers, investment managers, traders, lenders, and mortgage brokers rely on our cutting-edge software to work more effectively and offer exceptional services to the numerous clients who depend on them. Formerly operating under the name QuantHouse, a frontrunner in API trading technology, we have rebranded to Iress, allowing our clients to further enhance their data-driven trading approaches. Our ongoing dedication lies in continuously evolving and delivering solutions that cater to the shifting demands of the financial industry, ensuring that our clients remain at the forefront of their respective markets.

Media

Media

Integrations Supported

Dynamic Planner
Engaged CRM
LivePreso
OX Securities
SuperCore
VideoSign
Virtual Cabinet

Integrations Supported

Dynamic Planner
Engaged CRM
LivePreso
OX Securities
SuperCore
VideoSign
Virtual Cabinet

API Availability

Has API

API Availability

Has API

Pricing Information

$89 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Cogenta Computing

Company Location

United States

Company Website

www.tradelogsoftware.com

Company Facts

Organization Name

Iress

Date Founded

1993

Company Location

Australia

Company Website

www.iress.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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