Global Tax Reclaim Platform for Financial Institutions
Managing withholding tax reclaims at scale requires more than process optimisation – it requires infrastructure.
TaxTec provides a global tax reclaim platform designed to automate, standardise, and scale tax recovery operations across markets, asset classes, and client structures.
Built as a SaaS-based solution, TaxTec enables financial institutions to move away from fragmented workflows and toward a connected, data-driven operating model.
A Platform Approach to Tax Reclaims
Traditional tax reclaim processes are often managed through:
- Manual workflows
- Outsourced service models
- Disconnected systems
- Limited visibility and control
While these approaches may work at lower volumes, they do not scale effectively in today’s environment of increasing regulatory complexity and global investment activity.
TaxTec replaces this model with a centralised platform, enabling institutions to manage the full reclaim lifecycle within a single, integrated environment.
Core Capabilities of the TaxTec Platform
End-to-End Reclaim Lifecycle Management
Manage the entire reclaim process from data ingestion through to submission, tracking, and recovery.
Automated Eligibility & Treaty Logic
Apply rules-
Data Integration & Centralisation
Connect and standardise data from multiple sources, including:
- Custodian systems
- Client records
- Transaction data
- Market-
specific requirements
Create a single source of truth across all reclaim activity.
Workflow Automation & Transparency
Automate key operational processes while maintaining full visibility across:
- Claim status
- Processing stages
- SLA performance
- Exception handling
Documentation Management
Digitise and manage documentation requirements, including:
- Collection
- Validation
- Storage
- Audit readiness
Reporting & Audit Trails
Deliver real-
- Internal oversight
- Client reporting
- Regulatory requirements
Designed for Scale and Complexity
The TaxTec platform is built to support:
High-volume reclaim processing
Multiple jurisdictions and market requirements
Complex custody chains and intermediaries
Diverse client entity types
From Service
to Infrastructure
Many institutions continue to rely on outsourced reclaim services. While effective in certain cases, these models can:
- Limit visibility and control
- Reduce flexibility
- Constrain scalability
TaxTec provides an alternative - a platform-based infrastructure model that enables institutions to:
- 01 Retain control of their data and processes
- 02 Improve operational efficiency
- 03 Adapt quickly to regulatory change
-
04
Build a scalable, future-
ready operating model
Supporting Regulatory Change and Market Evolution
As regulatory frameworks continue to evolve including initiatives such as MiKaDiv the need for structured, connected data is increasing.
The TaxTec platform is designed to support:
- 01 Enhanced reporting requirements
- 02 Data consistency across the lifecycle
- 03 Integration with broader tax and reporting ecosystems
This ensures institutions are prepared not only for today’s requirements, but for the next phase of regulatory change.
Who the Platform Supports
Providing a flexible platform that adapts to different operating models and levels of internal capability, TaxTec works with:
Global
Custodians
Asset
Managers
Wealth
Managers
Banks and Financial Institutions
Why Choose TaxTec
-
SaaS-
based,
scalable platform -
Infrastructure-
led approach -
End-
to- end
lifecycle coverage -
Data-
driven accuracy and control -
Designed for global markets and regulatory change