Protocol

Protocol is a cloud-based software platform that automates global withholding tax recovery for institutional investors’ portfolio investments.

Protocol comprises three modules that help you master your global withholding tax recovery: Protocol Discovery Engine, Protocol Processing Engine, and Protocol Reporting Engine

DISCOVERY

Protocol Discovery Engine

Protocol Discovery Engine is driven by two key components: its sophisticated and fully automated investment income data analysis and its state-of-the-art global withholding tax rate database. Combining these key components, Protocol is able to instantly analyze any global investment portfolio and determine how much withholding tax was paid, how much has been reclaimed (if any), whether (additional) withholding tax can be recovered and how many years back reclaims can be filed. Prospectively, it also signals where (partial) relief at source can be applied for, to reduce the need for reclaims in the future.
PROCESSING

Protocol Processing Engine

Are you tired of endless and recurring flow of reclaim and relief at source forms and procedures? The real heavy lifting comes with going through the constant stream of relief at source and reclaim forms and procedures. While these procedures are routine, they are also complex, labor intensive, and different in every country. The only way to make them efficient and effective is to truly and fully automate the entire process, which is exactly what Protocol Processing Engine Does. With hundreds of withholding tax forms applicable across the globe and endless possibilities for filling them out, Protocol Processing Engine was built for heavy duty processing.

Your global withholding tax position in a single overview

Drill down to groups of investors with the same tax profile or even to individual investors to see their position

See the real time refund status of claims filed

75%
Claimed

55%
Refunded

Run reports of your real-time global withholding tax position at any time. You'll have access to your files in the format you need: Text, CSV, XML, JSON, Excel, etc.

REPORTING

Protocol Reporting Engine Built to Fit Your Process

Your global withholding tax position in a single overview. Drill down to groups of investors with the same tax profile or even to individual investors to see their position

Schedule a Demo

See the real time processing status of claims started

Customized reporting with recommendations can be built on top of your data.

Reviewing performance
0%
Managing activity
0%
Identifying performance gaps
0%

See the real time refund status of claims filed

75%

55%

Run reports of your real-time global withholding tax position. You'll have access to your files in the format you need: Text, CSV, XML, JSON, Excel, etc.