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Digital Technology
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Enhancing Investment Returns
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TaxTec Solutions
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Our mission is to maximize tax reclamation at the lowest cost for institutional investors and their service providers. We provide global market coverage using cutting-edge ISO accredited digital technology enabling the fastest possible reclaims.
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Whether you are seeking to reinvest income and/or managing funds in a wind down or liquidation, we help clients turn receivables into immediate income. TaxTec has a robust monetization process which expedites immediate liquidity.
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Key Benefits
Product Description
About this Product
- Digital-first platform that automates tax reclaims end-to-end.
- SaaS, outsourced, or hybrid delivery options.
- Real-time updates at every stage of the reclaim process.
About TaxTec
TaxTec was founded in 2023 in response to the market request for a trusted alternative to disrupt the status quo and provide a high quality greenfield technology at a compelling price point.
TaxTec helps institutional investors get back tax they are owed on their investments. We use technology to make the tax recovery process faster, more accurate, and lower cost than traditional methods.
Our AI enabled solutions utilize the latest technology designed by industry experts, enabling clients and their service providers to reclaim more tax at lower cost.
By modernising outdated market processes, we are setting a new standard for tax recovery in the investment industry.
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
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