Our leading software Protocol
Organized by custody account, fund, year and country, Protocol details all relevant information such as reclaim entitlements, reclaims progress, next actions, and deadlines in an insightful dashboard showing your most current global withholding tax position every time you log in.
Key benefits of using Protocol for withholding tax management
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Increase net portfolio returns
Accelerate recovery and reduce withholding tax leakage to boost net returns on your global portfolio by several tens of basis points without changing the risk profile.
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Save time, resources, and costs
Leverage Protocol’s ongoing data validation and analysis and workflow automation to recover more in less time, and free up resources for other critical tasks.
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Full oversight and control
All portfolio income and tax reclaim data contiuously validated and updated in a single source of truth. Effortlessly monitor and manage reclaims progress and access key information when needed.
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Improved collaboration and efficiency
No more endless email chains or spreadsheets. Protocol is the common platform for institutional investors, asset managers and custodians to communicate and act faster through a shared and transparent workflow.
Take control of your global withholding tax position today
Ready to optimize your withholding tax recovery? Contact us to find out how we can help.