News & Events

DGT Cost Basis Reporting Roundtable
On Tuesday, November 17th Davidsohn Global Technologies, Inc. will be hosting a Cost Basis Reporting roundtable discussion. The event will be held via a conference call and participants will include representation from leading firms that are affected by the new legislation. The agenda will include:

- Introduction of participants
- Charter & Roundtable Goals
- Current efforts by firms to accommodate legislation (Internal build vs. External buy, Status of projects, How far along are firms)
- Legislation causing most headaches for firms (e.g. wash sale reporting, getting tax systems to talk to cost basis systems, corporate actions)
- Level of awareness within firms and firms management
- Any resistance to funding? Are firms communicating to FA's yet? What type of client/branch/retail communication plans have been established?
- Current DTCC offerings - Other Industry Forums
- Future Roundtable Event Schedule

Announcing Davidsohn Global Technologies
Davidsohn Global Technologies, Inc., commencing in 2009 is focused on delivering the “next generation of computing” to service the financial industry. Our clients will be able to license applications, for use as a service on demand. The application is hosted in the Davidsohn Global Technologies web hosting infrastructure eliminating the clients need to provision a proprietary hosting environment. The product line is called Davidsohn Software-On-Demand and it will provide clients with improved time to market as well as cost effective solutions to address their business needs.

New Era in Technology
Entering a new era of technology breakthroughs, Davidsohn leads the effort to provide cost effective financial industry automated solutions, coupling breakthrough technologies and robust regulatory compliant software-on-demand applications. This directly enables their clients to realize improved functionality services and cost savings.

Option Symbology Initiative (OSI)
Davidsohn Continues to provide option symbology initiatives with technical services as they prepare for pre-certification industry testing. During May of 2009 through September 12th of 2009, Davidsohn will continue to assist their clients in converting their existing financial applications and performing detailed testing in preparation for industry wide conversion, consolidation testing and implementation.

Cost Basis Accounting
At the request of their clients Davidsohn Global Technologies is currently modifying their Tax Lot Accounting platform to accommodate the Emergency Economic Stabilization Act of 2008 cost basis accounting legislation. With the introduction of it’s Active Trader Tax Lot Accounting System (ATTLAS), Davidsohn will permit their clients to achieve their regulatory requirements well in advance of the deadlines.

Business Alliance
President and CEO, Joseph Davidsohn, is proud to announce Davidsohn’s business and vendor alliance strategy. To date, business and vendor alliance strategy has permitted Davidsohn’s clients cost savings beyond technology and will continue to drive forward efficiencies in operations, technology, and financial management.

Margining On-Demand
Davidsohn proudly releases it’s Software-On-Demand real-time credit and risk margin product enabling their clients to improve their services to their customers.