Financial Data Service



Financial Data Service is a leader in providing security pricing with an easy to use Wallace Software, that allows you to generate 706 and 709 reports in strict compliance with all IRS algorithms.


  1. We offer historical pricing for over 65,000 securities plus access to millions more via Internet.
  2. We track name changes, mergers, acquisitions, dividend information, stock splits, and CUSIPS!!!
  3. We are the ONLY Company that supplies you with a historical pricing database on a subscription basis - nobody else offers this service.
Take a look at this video to understand more about our product.



Wallace Software
 
Choosing this state of the art system provides you with an unparalleled pricing system right in your own office. It starts with a CD-ROM that includes daily pricing for 65,0000 actively traded stocks, bonds and mutual funds. This Windows based system also provides On-line connection to approximately three million additional securities including UITs, Mortgaged backed securities, CMOs and Municipal Bonds. Is is fast, convenient and accurate.


 
Data delivery

Data delivery is provided by way of a truly unique array of retrieval capabilities: instant access for unlimited queries for over 65,000 securities on the Wallace CD (over one year of history); immediate turnaround on-line pricing for all other historical inquiries. Wallace also provides Estate Evaluations on a mail in or FAX in basis for any users who prefer this convenience over PC resident software. Providers of data in the Wallace system are varied and are widely considered to be leaders in the industry.

Estate Evaluation

Estate Evaluation is a powerful but elegant tax reporting system in full compliance with Estate and Gift tax regulations IRS 706 and 709. The comprehensive set of specialty algorithms builds on mean valuations for over 3 million securities, weekend weightings, and inverse weightings. Ex-dividends and dividend of record calculations for all equities are included.

Quick Price

Quick Price is a single security pricing module. High, low, mean and closing prices are available on the powerful security lookup system. Valuations can be quickly accessed and viewed on the screen. Alternately, hard copy reports are also available. The pricing universe for Quick Price is the database contained on the CD.

Portfolio Appraisal

Portfolio Appraisal is a multiple security per portfolio pricing module. Valuations are provided based on closing price; unlisted securities are valued at the bid. The pricing universe is the same as Estate Evaluations.

Dividend Report

Dividend Report is a very unique and easy to use search tool for listed dividends. The system will provide ex-date, record date, pay date, and declared dividend amount. Search results can be viewed on the screen, or printed on a report. Coverage ranges over the full universe of 40,000 securities on the CD ROM with approximately 18 months of history available.

Split Report

Split Report is a quick way to check for stock splits. The system will provide ex, record, and pay dates, and split ratio. Coverage is the same as dividend report: 40,000 securities on the CD ROM, with approximately 18 month of history.
Features

Distribution

Distribution report contains the same information as Estate Evaluations except for dividends / interest calcuations. This is a powerful tool for establishing security value on the date of distribution.

Cost Basis

A powerful utility for quickly determining capital gain / loss information where stock split information are considered. The module can start with current share quantity and calcualate the original shares with any gain / loss. Alternately, the module can start with the original shares and calculate the current shares with any gains or loss.





There are several ways to contact us. Choose the one that best suits your needs.
 
 
Telephone: (800) 762-5468
FAX: (800) 900-0080
Address: 19528 Ventura Blvd. #709, Tarzana CA 91356
Email
General Information: financialdata@financialdata.com
Sales: sales@financialdata.com
Customer Support: support@financialdata.com
www.financialdata.com

Posted by Sean Navon at 7/21/2009 12:20 AM
Categories: Local Businesses
Tags: Local Businesses
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