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Https://canoeintelligence.com/ is excellent. It will link to an Outlook inbox as well and automatically upload the attachments all to one portal and automatically extract the data on it in a standardized way based on your entity structure (I don't use that extraction for K-1s though, just to grab them without logging into the portals). It's investment focused so if your family office does that too I highly... Source: over 1 year ago
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