Wealth managers are increasingly investing in tax optimisation tools to improve client outcomes and strengthen their competitive position, shows report.

Tax optimisation has become the top development priority for managed account platform sponsors as wealth managers look for new ways to improve client outcomes, according to a recent report from Cerulli Associates. More firms are adopting integrated tax optimisation tools and unified managed household (UMH) platforms The US Managed Accounts 2026 report found that 76% of platform sponsors identified improving tax management capabilities as their main development priority for the second consecu