Exchange Data International (EDI)

The U.S. tax season doesn’t need to be synonymous with challenging dividend tax reporting. Our 𝗨.𝗦. 𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱 𝗿𝗲𝗰𝗹𝗮𝘀𝘀𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 offers high-quality distribution data that details specific income classifications crucial for federal income tax reporting. This service is invaluable for creating accurate 1099 forms and can serve as a reliable secondary source to validate data from primary providers. 📊 𝗞𝗲𝘆 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝘀 𝗼𝗳 Exchange Data International (EDI)'s 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 𝗖𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗖𝗼𝘃𝗲𝗿𝗮𝗴𝗲: data from U.S. Open-Ended Funds, Closed-End Funds, Exchange Traded Funds, and Real Estate Investment Trusts. 𝗧𝗶𝗺𝗲𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲𝘀: Up-to-date information starting mid-January throughout the tax season. 𝗔𝗰𝗰𝗲𝘀𝘀 𝘁𝗼 𝗛𝗶𝘀𝘁𝗼𝗿𝗶𝗰𝗮𝗹 𝗗𝗮𝘁𝗮: Clients can request historical data for in-depth analysis and comparison. 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻: EDI offers files based on the full universe or specific portfolios. 𝗪𝗲𝗯 𝗣𝗼𝗿𝘁𝗮𝗹 𝗳𝗼𝗿 𝗘𝗻𝗵𝗮𝗻𝗰𝗲𝗱 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆: offering advanced searching and downloading tools. Clients can search using multiple identifiers or partial names, customize data fields, and select specific date ranges for detailed analysis. Discover how you will benefit from our US Dividend Reclassification service https://ow.ly/lS1850Tv5RR #ExchangeDataInternational #FinancialData #Finance #DividendReporting #Tax

What a night! We were honoured to receive the 2024 Data Management Insight, from A-Team Group 2024 award for Best Corporate Actions Data Provider on Thursday 26th of September. Receiving this title reflects the financial community's acknowledgment of our long-standing expertise in Corporate Actions data. We are grateful for this recognition. Our commitment to delivering timely, high quality, and cost-effective data solutions is at the forefront of our operations at EDI. We strive to stay ahead of market demands, continuously evolving our services to meet the unique needs of our clients and value having our efforts acknowledged in such a highly competitive field. Learn more about the award 🔗 https://lnkd.in/em7EhZJm Please contact us if you would like to discuss anything data related! ✉️ You can reach by email info@exchange-data.com #ExchangeDataInternational #DMIAwards #CorporateActions #FinancialData #DataSolutions

We are pleased to announce that our CEO, Jonathan Bloch, will be participating in the Data and Analytics panel at next week's Capital Markets Infrastructure, Regulation, Data, and Innovation event. Join us to gain valuable insights from industry leaders on the evolving role of data and analytics in capital markets and engage with key professionals across the sector. Secure your spot today: 🔗 https://lu.ma/h2fdbrjd #ExchangeDataInternational #fintech #capitalmarkets #investors

⏰ 𝗟𝗮𝘀𝘁 𝗰𝗵𝗮𝗻𝗰𝗲 𝘁𝗼 𝘃𝗼𝘁𝗲! Voting for the 2024 Europe Data Management Insight, from A-Team Group Award closes on 𝟰𝘁𝗵 𝗢𝗰𝘁𝗼𝗯𝗲𝗿! 🗳️ We’re incredibly proud to be shortlisted for 𝗕𝗲𝘀𝘁 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗔𝗰𝘁𝗶𝗼𝗻𝘀 𝗗𝗮𝘁𝗮 𝗣𝗿𝗼𝘃𝗶𝗱𝗲𝗿, and with your support, we could secure this win for the fourth consecutive year. 💪 Please show your support by casting your vote before the deadline. 👉 𝗩𝗼𝘁𝗲 𝗵𝗲𝗿𝗲: https://lnkd.in/dMJJN-CQ We appreciate your continued trust and loyalty. Thank you for standing with us! #ExchangeDataInternational #DMIawards2024 #CorporateActions

Last month, Pro Bono Economics hosted a highly impactful event focused on 𝘙𝘦𝘷𝘦𝘳𝘴𝘪𝘯𝘨 𝘵𝘩𝘦 𝘋𝘦𝘤𝘭𝘪𝘯𝘦 𝘪𝘯 𝘊𝘩𝘪𝘭𝘥𝘳𝘦𝘯'𝘴 𝘔𝘦𝘯𝘵𝘢𝘭 𝘏𝘦𝘢𝘭𝘵𝘩. At Exchange Data International (EDI), we believe supporting initiatives like this is essential. The importance of community, a central theme of last month’s discussion, aligns closely with EDI’s core values, and we are proud to champion this cause. A special thank you to Matt Whittaker and the team at Pro Bono Economics for organizing such a critical event. We look forward to continuing our support for future initiatives that drive meaningful change. #ExchangeDataInternational #ProBonoEconomics

Exchange Data International (EDI) will be exhibiting at the 2024 Securities Industry Conference this Friday, the 4th of October! If you would like to discuss anything financial data related, make sure to stop by our booth and meet our representatives Andy Sabourin and Ian Sissons. #ExchangeDataInternational #SIC2024

Our North American Business Development Manager, John Kirk, Jr. , attended the 2024 San Francisco Neudata Conference last Thursday. We are thrilled to have met so many new faces. If we didn’t get the chance to speak, or if you have any follow-up questions, please contact us at info@exchange-data.com. To see which future events EDI will be attending, click here 👉 https://lnkd.in/eeWRdH8T #ExchangeDataInternational #Neudata #FinancialData #Data

𝗔𝗰𝗰𝘂𝗿𝗮𝘁𝗲 𝗙𝗿𝗲𝗲 𝗙𝗹𝗼𝗮𝘁 𝗗𝗮𝘁𝗮 𝗶𝘀 𝗲𝘀𝘀𝗲𝗻𝘁𝗶𝗮𝗹 for investors to make informed decisions in today's volatile markets. Exchange Data International (EDI)'s Free Float Data service features 𝗱𝗮𝘁𝗮 𝗳𝗿𝗼𝗺 𝗼𝘃𝗲𝗿 𝟭𝟳𝟬 𝗲𝘅𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝘄𝗼𝗿𝗹𝗱𝘄𝗶𝗱𝗲, with detailed information, including ISIN and issuer name, ensuring a clear and precise understanding of each security. With EDI's comprehensive Free Float Data offerings, investors are able to: ⚡𝗠𝗶𝗻𝗶𝗺𝗶𝘀𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗿𝗶𝘀𝗸𝘀 through diversification of portfolios by understanding Free Float Data across different exchanges. ⚡𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗲 𝘃𝗼𝗹𝗮𝘁𝗶𝗹𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗰𝗼𝗻𝗱𝗶𝘁𝗶𝗼𝗻𝘀 by timely adjusting their investment holdings. Start your free trial today! 🔗 https://ow.ly/Vssr50Tv5wk #ExchangeDataInternational #FinancialMarkets #FinancialData #MarketData #FreeFloat

Reason 10 out of 10 to go with EDI: Our Commitment to Security We are proud to announce that Exchange Data International (EDI) has achieved the internationally recognized ISO 27001 certification, reaffirming our dedication to top-tier information security. Why it matters: 👉Trust & Reliability: Annual audits ensure continuous compliance and robust protection of your data. 👉Global Standards: This certification underscores our commitment to safeguarding market data, back-office securities data, and administrative data for our clients and the global financial community. Our CEO, Jonathan Bloch, stated: “We are delighted to add ISO 27001 to our credentials, complementing our longstanding ISO 9001 certification for quality management. EDI is dedicated to continuous system improvements to deliver unparalleled value to our clients.” 🔗 Learn more about our ISO 27001 certification: https://lnkd.in/epc_tx2K #ExchangeDataInternational #ISO27001 #BritishAssessmentBureau

Navigate the complexities of Tax Season with confidence using our 𝗨𝗦 𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱 𝗥𝗲𝗰𝗹𝗮𝘀𝘀𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝘀𝗲𝗿𝘃𝗶𝗰𝗲. Ever-changing tax laws and requirements makes accurately classifying dividend income increasingly difficult. Exchange Data International (EDI)'s 𝗨.𝗦. 𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱 𝗥𝗲𝗰𝗹𝗮𝘀𝘀𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 offers high-quality distribution data that details specific income classifications, crucial for federal tax compliance. The service is tailored to fit your portfolio and covers a range of funds, providing daily updates throughout the tax season. As a financial investor, using our service will help you reduce operational risks and ensure accuracy in your tax reporting. We will help you navigate tax season with ease. Discover how EDI's U.S. Dividend Reclassification service can transform your tax reporting process 👇 https://ow.ly/49vm50Tv5Ge #ExchangeDataInternational #FinancialData #Finance #DividendReporting #Tax