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What is wallmine?

With extensive media coverage, recent SEC documents, upcoming ex-dividend dates, and significant price movements, we provide you with all the essential information. Keep track of your investments in stocks, cryptocurrencies, ETFs, and mutual funds effortlessly through a consolidated portfolio. Our daily newsletter, along with real-time updates from Thomson Reuters, ensures you stay updated on the companies that matter most to you. You can easily access historical SEC filings, allowing for efficient bulk downloads of relevant data tables. The platform enables you to seamlessly aggregate data from various sources while focusing on the information that interests you. Collaborate with peers by highlighting key sections of financial documents and sharing your analysis. The robust full-text search feature allows you to find specific terms within any filing or transcript with ease. Additionally, you can make inline annotations of crucial data points, simplifying the process of exporting them and aligning them with your analytical models, ultimately boosting your productivity. By leveraging these tools, you can make well-informed decisions grounded in comprehensive insights. This holistic approach cultivates a deeper understanding of the market dynamics affecting your investments.

What is Thomson Reuters Planner CS?

Tax regulations change rapidly, creating difficulties for clients in meeting their responsibilities. It's crucial to develop strategic plans that set them up for success in future tax seasons. The Thomson Reuters Planner CS tax planning software is consistently refreshed throughout the year to reflect new legal updates, allowing you to provide thorough insights to your clients effortlessly. You can perform analyses that compare various filing options, like joint versus separate filings, and showcase your results in well-organized, accessible formats. Uncover how Planner CS provides you with powerful tools that not only streamline your workflow but also ensure accuracy, enabling you to present a professional tax analysis that helps your clients make informed decisions regarding their tax strategies. Furthermore, you can devise strategies to reduce your clients' tax obligations, track carry-forward items for future years, and calculate necessary payments, among numerous other features. With its user-friendly interface and efficient templates, tackling complex tax planning issues becomes a quicker process. In the end, this software enhances your service capabilities, solidifying your position as an essential partner in their financial planning journey. Additionally, by leveraging these tools, you can foster stronger client relationships and build trust through reliable and insightful tax guidance.

Media

Media

Integrations Supported

Ace Cloud Hosting
Octane11

Integrations Supported

Ace Cloud Hosting
Octane11

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per month
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

wallmine

Date Founded

2018

Company Location

Czech Republic

Company Website

wallmine.com

Company Facts

Organization Name

Thomson Reuters

Date Founded

2008

Company Location

Canada

Company Website

tax.thomsonreuters.com/us/en/cs-professional-suite/planner-cs

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

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Thomson Reuters