Netbasis provides tailor made tax lot accounting solutions for digital and equity securities that allows the the submission of key input data field requirements as a request record and receive the adjusted cost basis and other related information (i.e., wash sales, corporate action) as a response record based on the specific data points in the request record. NetWorth delivers the response record through API or batch file (based on the mapping sequence).
Based on the project scope all determined and all known assumptions/limitations are properly assessed, NetWorth will can build the quality controls and operational framework to support the custom projects.
Netbasis Applicataion Integration provides the necessary documentation for integrating with the Netbasis platform.
Choose your preferred integration method to continue: