Withholding taxsolutions forCustodians
High-volume custody operations leave significant WHT entitlement unrecovered. We close that gap, with no integration costs and no additional headcount required.
How it works
Zero-friction deployment
Your custody infrastructure connects to our platform via seamless connection with no integration costs and no disruption to existing workflows. Deployment is handled end-to-end by our team. Your operations team does nothing differently.
Bulk processing at institutional scale
Our AI-native platform processes high-volume reclaim batches automatically, applying compliance checks, digital documentation, and direct filings with tax authorities across every active jurisdiction. Expert review is embedded at every decision point.
Measurable returns for your clients
Underlying clients receive enhanced after-tax returns with full visibility through real-time reporting. Every reclaim outcome is auditable, quantifiable, and available for client reporting under your brand.
Benefits
Reduced operational complexity
Automated reclaim processing, digital signatures, and structured documentation workflows eliminate manual workload at every stage. Adding WHT recovery to your service offering requires no additional overhead from your team.
Coverage worldwide
CJEU and standard treaty claim expertise combined with direct relationships with local tax authorities ensures maximum reclaim eligibility across 25+ jurisdictions. Compliance frameworks are maintained and updated continuously by our team.
A differentiated service for your clients
WHT recovery becomes a value-added capability delivered under your brand. Real-time visibility into reclaim status and portfolio-level outcomes strengthens client relationships through tangible, quantifiable returns.
Automation reviewed by tax professionals
Technology-enabled, expert-led. Every automated process is reviewed by dedicated tax professionals. Institutional-grade accuracy is maintained at brokerage scale, with no compromise between efficiency and compliance rigour.