The bank’s Private Markets Transaction Desk will assist Morgan Stanley Wealth Management clients seeking to invest in the highly-fragmented and opaque market for private shares.
The research is available through Wealthscape, Fidelity’s platform for advisors, and covers private credit, private real assets and private equity funds.
There isn’t a way to make K-1s shorter or less complex. But advisors and clients can cut down on their workload by “bringing organization to the chaos of chasing down K-1s”, says Arch co-founder Ryan Eisenman.