Arch, a modern platform for tracking private markets investments, has announced a 1099 integration with Schwab Advisor Services that pulls mutual client data into the Arch platform. The integration expands Arch’s tax capabilities beyond K-1s, providing a complete tax view for its client base of ultra-high-net-worth investors, single- and multi-family offices and registered investment advisers (RIAs).
“When we started Arch, we focused on a single pain point: eliminating the need to chase down K-1s. We look forward to expanding on that commitment as we continue supporting advisers, clients and their CPAs with 1099 collection as well,” said Ryan Eisenman, co-founder and CEO of Arch. “Our integration with Schwab Advisor Services is another step toward building the one-stop platform where investors can manage all their alternative investments in one place. At Arch, we pride ourselves on our customer-obsessed culture, and that means turning feedback into meaningful action.
