Arch expanded its tax-reporting capabilities through a new integration with Schwab Advisor Services, enabling automatic ingestion of Form 1099 data. Previously focused on K-1 collection for private markets, Arch’s solution now delivers a unified tax view across both alternative and brokerage assets. The enhancement aims to streamline workflows for ultra-high-net-worth investors, family offices, RIAs, and accountants by reducing document-chasing and better reporting accuracy.
Why this is interesting? It signals convergence of alternative-investment reporting with mainstream asset-reporting workflows. Platforms are moving toward “one-stop” solutions to cover both private markets and traditional custodial data — a trend relevant for internal operations, tax / reporting workflows, and vendor ecosystem assessments.