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WealthTech Today

WealthTech Today

News:Tech News

Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP

Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP

2023-12-15
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The post Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP appeared first on and was written by Craig Iskowitz.

Come on in and sit back and relax. You’re listening to Episode 213 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Sachin Shah, COO […]

The post Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP appeared first on and was written by Craig Iskowitz.

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