Dividend withholding tax:
The famous headace turned into a delightful win-win situation.
More cash for your client.
In the very least, more gratification at work.
Wealth Managers, Family Offices, and Foundations
The front-end tool with the power to handle the back:
Reclaim your client’s dividend withholding taxes (irregardless of their size; their complexity) like ordering your favorite food on Uber Eats.
Pick your flavor, meaning the country.
Remove or add sides.
Track.
And then, well, bon appétit!
Truth to be told, we aren’t big delivery people. In terms of food. Just thought this analogy worked well.
Straightaway it depicts the kind of user-friendly service we’ve conceived for financial businesses (all kinds of them: big, small; huge) who could use a solid pair of hands in dealing with their clients’ dividend withholding taxes.
Just because stocks and taxes are serious business – yes, a lot of money is at stake – doesn’t mean it has to look and just be so complicated, and dry.
That’s what we have been thinking.
For years. Decades.
As investors and business owners ourselves, frustrated that out there wasn’t a service that would ease the withholding tax pain without first adding new problems on top; or replace old issues with different ones.
With Divizend, for one – to begin with – there’s no installation.
Just a plain, simple platform. So plain and simple, it does not require much time (no time at all, really) to get acquainted with its ecosystem.
(Like we already hinted at: you open the web-browser – at the office; in bed; in the park, maybe on some yacht (potentially your own) – log in, and just follow the flow.)
So plain and simple, and practical in addition to that – for, since we’re a platform, our Maximizer tool is accessible from all sides of the business relationship.
Whether a manager, employee, or client: everyone can easily access the same dashboard containing the same exact information. Transparency in all senses! (Obviously only to the extent you need it be.) Clarity for all. Let alone the option to self-service. Meaning, besides your team members, giving also your client the possibility to handle reclaims personally. Should they feel inclined doing so.
Speaking of:
Should you be in the mood (could need the help) to let us handle your withholding tax refunds, no problem.
We offer complete outsourcing.
Via Divizend’s licensed tax company in Germany; as well, via our Switzerland-based advisory partner. It’s up to you how much you’d like us to get involved. Individual clients. Group, or groups.
Or all of it – the whole crowd. Your call.
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What also downright thrills us about our reclaim service, is the fact that our platform runs bank-independently, and supports multibanking.
Which means every single portfolio import, across all clients accounts, is achieved to perfection. Whatever the bank(s) or brokerage service(s) your client may be with: dividend receipts, tax certificates and vouchers, you name it. Smoothly, all comes together into one place during the initial import and, later on, during the synchonization process which ensures any new transactions and changes are updated on Divizend.
The Maximizer tool extracts all the information needed for the pre-filling of reclaim documents and then – after having cross-verifed data and checked for errors (which our system is just an ace at; detects sudden new tax laws, the tiniest ones; erroneous bank reports; anything you can think of) – submits the application(s) digitally to the respective tax authority.
Done.
No entry mistakes, of any kind. No deadlines missed. And, with that, no opportunities gone astray – for, think about it: the faster refunds are received, the quicker they can directly be reinvested – boosting returns from individual dividend stocks, making your client happy.
Genius, right?
Divizend’s Maximizer is fast, nearly instantaneous; error-free.
At the end of the day, saves you a whole lot of time and money. Not to mention your nerves. Your nerves! What a crucial, still somewhat underestimated endeavor, for without a clear, peaceful mind, well – there’s just no business. (Well, certainly not a thriving one. Especially not one that actively deals with the stock-market, where so much is about psychology.)
Yes, so what about your nerves –
Thanks to our dazzlingly-lucid interface, your clients’ profiles are listed in one comprehensive view. Like that, removing any complication of accessing your individual clients’ accounts and their respective portfolio(s) that with our Actor – Divizend’s dashboard – unite in one single landscape:
Here, aside from staying in the loop of newly-available dividend withholding tax reclaims, providing you also with the opportunity to monitor your client’s overall investment situation.
Analyze the performance of your clients’ whole wealth, or the performance of individual assets.
Division of shares, asset types, industry sectors: all there available to examine closely. As we are a platform primarily focused on dividend-paying stocks: carefully track your clients’ dividend endeavor. Upcoming payout, yearly total gross income.
To even further soothe your manager senses, kind of the cherry on top
We designed a space that accommodates the softwares you work with – Infront, PSplus, Expersoft, Abacus Aba Treuhand, QPLIX
Seamlessly stream your clients’ data from one pole to the other. Should you be in the need to import specific documents manually, that’s also no problem. We can handle Excel, CSV, PDFs.
Considering the great/main fact that all this while our overarching goal has been to turn tedious, labor-intensive backend processes into an engaging front-end experience, we established connections with the most relevant banking systems, as well as developed particular interface partnerships.
These include the following:
V-Bank
DAB Bank
Julius Bär
UBS
Swissquote
Zürcher Kantonalbank
Vontobel
Deutsche Bank
comdirect
Consorsbank
Commerzbank
flatex
ING
onvista
As well, we are in fellowship with:
Coming to pricing
Our platform is perfectly tailored according to your individual situation.
Generally speaking, we work on a success-oriented basis – a percentage fee the refund amounts. We are open to other pricing models. Simply get in touch –
We look forward to hearing from you.
Contact us now