A to Z Solution Listing
  • Wolters Kluwer Financial Services Banner Image

A to Z Solutions & Support Listing

  • Account Recordkeeping
    Our Account Recordkeeping Services allow you to confidently offer Individual Retirement Accounts (IRAs), Health Savings Accounts (HSAs), and Coverdell Education Savings Accounts (CESAs), while outsourcing the back office operations to us.
    Support | Login

    ARTA Lending
    ARTA Lending documentation system is designed to generate loan documents for routine and high-volume lending transactions.
    Training | Support

    Automated Valuation Models
    AVMs can be generated in 30-seconds, providing you with an affordable property valuation report for refinances and equity loans.

    BasisPro is a calculator that offers a simple way to determine accurate cost basis-saving time and minimizing error risk.

    Business Analytics
    OneSumX Business Analytics provides a quick yet powerful way to leverage the data and results held in the OneSumX platform and other external data sources

    Capital Changes
    Capital Changes delivers rich and comprehensive corporate actions tax content covering daily and historical U.S. and international corporate events
    Support | Login

    CASH Suite™
    A powerful commercial lending software solution that helps business lenders increase profits and grow top line revenue by achieving straight-through-processing across every step of the commercial loan lifecycle.
    Training | Support

    CASH Workflow
    Provides visibility and control of your commercial lending process.
    Training | Support | Login

    CISR™ 8937
    CISR™ 8937 provides fielded corporate action, security and taxability details and links to the original Form 8937-saving time and reducing resource burdens.

    Compliance Documents-Commercial Lending
    Our lending line of paper documents can help facilitate your consumer and commercial lending process at all stages, including application, processing, closing, and post closing.

    Compliance Documents-Consumer Lending
    Our lending line of paper documents can help facilitate your consumer lending process at all stages, including application, processing, closing, and post closing.

    Compliance Documents-Mortgage
    U.S. mortgage lenders have relied upon the compliance content, documents and technology behind Wolters Kluwer's VMP Mortgage Solutions brand for more than 40 years.

    Compliance Resource Network
    Compliance Resource Network keeps you up to date on regulatory changes with daily personalized updates, dashboards and research capabilities.

    ComplianceOne is a highly configurable loan origination solution and loan processing system that provides you with access to a wide range of features that you can choose and activate when your business needs them.

    ComplianceOne® assumption lending
    ComplianceOne® assumption lending is a Software as a Service (SaaS) tool that assists in the end-to-end management of your retail mortgage business.

    ComplianceOne® mortgage
    ComplianceOne mortgage helps you originate in-house and secondary market consumer closed-end loans within a SaaS based, flexible workflow that interfaces with many cores and B2Bs! ComplianceOne mortgage, offered as a SaaS solution, can be utizlied with ComplianceOne lending or ARTA Lending.
    Training | Support | Login

    ComplianceOne® manager
    ComplianceOne manager is a SaaS business process management (BPM) tool that can be used with your ComplianceOne or ARTA Lending solution or by itself with another LOS.
    Training | Support

    ComplianceOne® deposit
    ComplianceOne deposit helps you benefit from consistency across your deposit products with one product that does it all! Including opening savings, CD, IRA, and HSA accounts.
    Training | Support

    ComplianceOne® lending
    ComplianceOne lending will help you enjoy a more efficient lending process through easy to understand template designs. Originate consumer and commercial lending loans including commercial real estate, agriculture, construction loans and HE loans, all in one place.
    Training | Support

    ComplianceOne® interfaces
    Used to connect ComplianceOne functionality to your core processors or add-on business-to-businesses systems to help you become more efficient.
    Training | Support

    CompliSource helps residential and indirect lenders reduce the time spent on regulatory intelligence required to manage their existing compliance documentation.

    Consulting Practice
    Wolters Kluwer advisory services offer access to the expertise necessary to compete and thrive in today's challenging environment.

    Corporate Actions Taxability Management Suite
    Tax, legal and operations professionals count on us for unparalleled foreign and domestic corporate actions tax content and technology for compliance with the cost basis law.

    Cost Basis Reporting Compliance
    Wolters Kluwer has the in-depth expertise and proven technology you need to comply with the cost basis reporting law.

    CRA Wiz®
    CRA Wiz ® from Wolters Kluwer applies a wide range of fully customizable automation technologies to your CRA reporting process-from guaranteed accurate geocoding to flexible reporting to intelligent analysis.
    Training | Support  

    Document Creation/Review Services
    Producing deposit account disclosures that accurately reflect your bank's specific policies, products, and services is one of the most complex and confusing areas of financial institution compliance.

    Electronic Forms (E-Forms)

    Wolters Kluwer E-Sign is an electronic signature solution built with the banking industry in mind so you know it's secure and compliant.

    Expere is a centralized document system that seamlessly serves multiple lines of business and channels

    FCATS™ & DCATS™ automate delivery of the essential corporate actions tax details you need to adjust the basis of your covered securities to meet the requirements of this law.

    Fair Lending Wiz®
    Fair Lending Wiz is a complete and automated fair lending management solution.
    Training | Support

    Flood Determination Services
    Wolters Kluwer Flood Certifications sets the industry standard in providing the most accurate, efficient flood hazard determinations at the lowest possible price.

    Forms Reference Guides
    Our Forms Reference Guides lists the different property casualty insurance forms that we service.

    Form Content Integration Services
    Our library of more than 40,000 forms in print and electronic formats is the largest available today

    FundTax leverages GainsKeeper's tax lot accounting system for transaction processing and excise tax reporting.

    GainsKeeper calculates, tracks and reports cost basis, adjusted for corporate actions and wash sales for 1099 tax reporting and offers a suite of tax smart tools

    GainsKeeper CompleteDebt™
    CompleteDebtâ„¢ provides the full range of debt functionality available on our GainsKeeper enterprise system today as a stand-alone solution

    HMDA Wiz®
    HMDA Wiz is an easy-to-use web-based solution for HMDA compliance management. HMDA Wiz automates the collection, verification and certification of HMDA data without increasing loan processing time or the need to retrain staff.
    Training | Support

    Lien Solutions
    Lien Solutions delivers filing, lien search, debtor and business entity monitoring, lien portfolio management, mortgage recording, mortgage assignment and special report services, as well as mortgage document solutions.
    Support | Login

    Medici Commercial Lending Documentation System is a database-driven software system that dynamically generates commercial loan documents.
    Support | Training

    NILS INsource®
    OneSumX NILS INsource provides a web-based tool for efficient and effective research, allowing insurers to monitor the vast array of regulatory material and assess compliance impact.

    NILS Red Books
    The NILS Red Books Service delivers the full range of regulatory information that America's insurers, reinsurers, agents and brokers need to comply and compete.

    The OneSumX ecosystem of solutions provides financial institutions with unparalleled capabilities to analyze, interpret and address their compliance management, finance, regulatory reporting and risk management obligations.

    OneSumX Business Analytics
    OneSumX Business Analytics provides a quick yet powerful way to leverage the data and results held in OneSumX Finance, Risk and Regulatory Reporting solutions for improved decision making, agility, and ROI on existing infrastructure.

    OneSumX for Finance
    OneSumX for Finance helps financial organizations with a comprehensive suite of technologies to address IFRS, strategic planning, budgeting and forecasting as well as subledger accounting.

    OneSumX for Financial Risk Management
    As a contract-centric integrated financial risk management solution, OneSumX for Financial Risk Management generates expected and unexpected cash flows based on anticipated events over the lifetime of the contract. These events reflect the outlook for the macro economy, market risk factors, the strategy of the firm and the expected behaviour of its counterparties.

    OneSumX for Regulatory Reporting
    Our market-leading regulatory reporting enables firms to navigate the regulatory landscape and ensure regulatory compliance. The solution covers various types of reporting, including Financial (e.g. FINREP), Prudential (e.g. COREP, BCAR, FRY-14), Transactional (e.g. MiFID II), Statistical (e.g. Economic & Financial Statistics), Granular (e.g. AnaCredit) and Multi-dimensional (e.g. Smart Cubes) reporting.

    Online Applications
    A robust online applications platform ready to become your fully branded digital sales channel for consumer and mortgage lending.

    Print and Mail Fulfillment
    From printing and assembling to managing and distributing, your documents can be processed through us, saving you time and headaches!

    Settlement Services
    Wolters Kluwer is your single source full flood compliance provider. Designed to fulfill automated settlement needs in one location, we offer services to provide immediate responses for automated valuation models, mortgage loan reports, and flood determination reports

    A market-leading regulatory reporting solution, now a part of the OneSumX Regulatory Reporting suite, enables firms in the region to navigate the regulatory landscape and ensure regulatory compliance. The solution uses a single source of data to ensure consistency, reconciliation and accuracy.

    TeamMate® Audit Management System
    As the world's leading audit management software, TeamMate has revolutionized the industry, empowering audit departments of all sizes.

    TSoftPlus™ is specifically designed to support SBA loan processing for banks, credit unions, and other financial institutions without sacrificing compliance or risk management.
    Training | Support | Login

    Uniform Forms™
    Containing more than 20,000 forms, the Uniform Forms library is the largest single source for property and casualty insurance forms.

    Vanceo™ Mortgage is a robust loan origination solution that helps you efficiently manage compliance while enabling faster close rates.

    Wiz® Compliance Dashboards
    Our reporting solution provides a consolidated view of your CRA and Fair Lending data, and lets you quickly analyze performance against goals and benchmarks.

    Wiz Sentinel®
    Wiz Sentinel® is a web-based solution that analyzes loans, either in real time at the point of sale or in batch for post-closing audit, to determine potential violations of prohibited lending practices.