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Family Offices / Asset Managers
With Divizend, you can achieve higher customer satisfaction by getting cash back for them.
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Family Office / Asset Managers
The status quo
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Investing in securities is becoming increasingly important due to global zero interest policies
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You have clients who own foreign dividend shares
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Challenge so far: making refunds despite lack of special knowledge = high costs
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High and constantly increasing cost and regulatory pressure, i.e. digital solutions also required for such tax processes
The solution
Why Divizend?
Highly digitized reclaim process

Highly digitized reclaim process

e.g. through digital direct connection of foreign tax authorities, use of digital signatures to prevent media breaks

Convenient import of your customers' securities accounts

Convenient import of your customers' securities accounts

You can easily have your customers' securities accounts imported, for example via Open Banking interfaces or PDF/Excel import.

Overview of all customers and refunds

Overview of all customers and refunds

Using the convenient Divizend dashboard, your advisors always keep track of the refunds of all customers.

Regulatory compliant process with customer involvement

Regulatory compliant process with customer involvement

Since your customers are involved in the process, you do not act as a tax advisor and thus remain BMF-compliant.

Easy to understand step-by-step process

Easy to understand step-by-step process

Through an abstracted, unified step-by-step process, we help you complete applications error-free.

Web-based: No local software installation required

Web-based: No local software installation required

Since Divizend is cloud-based, you do not need any additional software installation, as you can use our application directly in your web browser.

Maximum flexibility
Supported types of refunds
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Stocks
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Funds
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Interest
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Bonds
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Pension funds
Pricing
Perfectly tailored to you
Individual
Individual pricing model
on the basis of your present situation *
* We generally work on a success-oriented basis via a percentage fee on the reclaim amounts, but are also open to other pricing models.
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You + Divizend
This adds up
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Increased customer satisfaction
Increased customer satisfaction as dividend yield is maximized with less expense
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Faster, more frequent refunds
Faster, more frequent refunds become profitable through digital interfaces with foreign tax authorities → refunds received faster and can be reinvested directly, thus increasing return on investment in individual dividend stocks
Contact us
Get your individual offer
Your name *
Your email address *
Your phone number (optional)
Company
Your role/position
Total assets under management of your clients
Do you already have experience in the field of withholding tax refunds?
Your personal message to us