Family Office Tech Stack: Technology for Trust & Estates and Dealing with K-1s
Family Office Technology Hub
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Innovative Technology for Streamlining K-1 Management
This chapter explores a technology solution aimed at simplifying K-1 form management for tax reporting, highlighting a partnership with Thomson Reuters. It emphasizes the innovative K-1 analyzer that leverages machine learning to enhance data processing while tackling the challenges of market credibility in the financial tech industry.
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