Whiskey&WealthTech

WealthTech & Industry Partnerships Can Provide Tax Reclamation Services


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Jason Yule from WTax joins us in our latest episode to discuss how WealthTech, AI, Machine Learning, and other industry partnerships, such as First Rate are used to help reclaim foreign and withheld taxes for wealth management firms to add value to their clients’ investment performance.

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Whiskey&WealthTechBy Alex Serman