CUSTODIAN PORTAL Not a user yet? Click to request a demo

WTax has worked extensively with over 150 custodians, prime brokers, ICSDs and other intermediaries to service mutual clients over the last two decades. As a result of this collaboration, WTax understands the inherent challenges faced by custodians and their clients alike.

In response to this, WTax have developed bespoke offerings tailored to the needs of the custodians’ withholding tax relief and reclaim functions that achieve:

  • Cost reduction.
  • Risk mitigation.
  • Operational efficiencies.
  • Automated data and tax document collection.
  • Enhanced end-investor experience.

WTAX’S CUSTODIAN TAX PRODUCTS

TAX FORM PRE-POPULATION

TAX FORM PRE-POPULATION

TAX INTEGRITY REPORTING SOLUTIONS (TAX RISK)

TAX RISK REPORTING

AD-HOC TAX SERVICES

ADD-ON TAX SERVICES

TAX AUTHORITY QUERY MANAGEMENT/ REQUESTS FOR INFORMATION

TAX AUTHORITY QUERY MANAGEMENT/ REQUESTS FOR INFORMATION

OUTSOURCING TAX SERVICES WITH TECHNOLOGY SUPPORT AND END-CLIENT MANAGEMENT

END-TO-END OUTSOURCED TAX RECLAIM

OUTSOURCING OF TAX SERVICES WITHOUT END-CLIENT MANAGEMENT

PLUG AND PLAY E-FILING SOLUTIONS

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