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Podcasts

No More K-1 Chaos: Tech That Tames Tax Season

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While tax day has passed, advisors managing alternative investments know the real work is just beginning. In this episode, Jeff Cohen and Patton Weber join us to explore how SS&C Accord is transforming the way advisors handle K-1 season. From automating document retrieval to seamless integration with Black Diamond Vault, discover how this powerful technology helps advisors save time, reduce errors, and deliver a better client experience—just when it matters most.

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