In this soundbite, Janet Battaglia, Investment Funds Consultant at EDI, joins Jonathan Bloch, EDI CEO, to discuss the company’s recent US Dividend Reclassification service product launch, a critical dataset used for US federal income tax reporting purposes. They cover topics such as what data is provided, the coverage, potential consumers, and why EDI stands out from its peers.
The US Dividend Reclassification service can be utilized in multiple ways, the data is aggregated from hundreds of fund and investment managers. Our speakers provide viewers with an in-depth view of the included security reference data fields and income classifications, which are customizable based on your specific needs.
Romy Threadgold is the Head of Marketing at Exchange Data International (EDI), where she has been shaping the company’s marketing strategy for over six years. With extensive experience in the financial data industry, Romy is a key driver of EDI’s brand development, client engagement, and communications initiatives.
As a seasoned marketing professional, Romy’s strategic insights and innovative approach continue to solidify EDI’s reputation as a leading provider of financial data