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Goal Group

Withholding-tax reclaims, class-action recovery and corporate-actions automation services.

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Overview

Goal Group provides automation and services for withholding-tax reclaims, class-action recovery and corporate-actions processing. Its tooling helps firms recover entitlements and manage corporate-action events on behalf of investors.

By automating these often-manual processes, Goal Group helps custodians and managers capture tax reclaims and process corporate actions more efficiently.

Key Features

  • + Withholding-tax reclaim automation
  • + Class-action recovery
  • + Corporate-actions automation
  • + Entitlement recovery
  • + Investor event processing
  • + Operational efficiency for custodians

Integrations

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