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Raj Doshi
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Sep 15, 2026
How Embedded Tax Technology Drives Wealth Management Growth with Raj Doshi
11:10
11:34
11:59
12:21
15:03

Raj DoshiGUEST
So I'd say a few things, you know, one, I think what we're increasingly hearing from wealth management firms, uh, is some combination of one or more of these themes, that they are trying to deliver family office service, they're trying to create alpha outside of the 60-40 portfolio, just portfolio construction and investment guidance is increasingly being commoditized, and they're trying to find value for clients outside of that, and ultimately are trying to drive organic growth.

Raj DoshiGUEST
And so when we think about the role that tax can play in all that, I think there's components across everything from tax filing, which is probably what most... all of us, frankly, mostly think about is this retrospective compliance activity we have to do to true up with the government or governments, right? The federal government and the state governments that we might live in or the states that we might live in.

Raj DoshiGUEST
But I think what is underneath it all and the role that tax can play for wealth advisors and deepening their relationship with clients and adding more value is the fact that even though tax is normally thought of as that retrospective compliance activity I referred to, Really, the tax return represents, to me, the most comprehensive, deterministic data asset there is on households in this country.

Raj DoshiGUEST
And so if you think about the tax return as this incredibly rich information source that has all the information about a household's demographics, who those individuals are, how old they are, what their kids are like, where they live, where they may have a second home, et cetera, but also every financial relationship they have It's a true central annual inventory and a window into these clients' lives.

David DeCelleHOST
So when someone's evaluating, partnering with you guys, What does that look like? The mechanics, what personnel is needed, if any, like start to cast a vision of what this actually looks like.