Built for Firms That Know Drawback

We understand the unique challenges of managing drawback across a portfolio of clients. Our platform is built for multi-tenant environments — maintain separate client workspaces, isolate data, and produce claims at scale without the overhead of custom tooling.

Advisory firms handle sensitive trade data across dozens of clients with massive data volumes. Our platform is architected for enterprise-grade data security and built to process large data sets efficiently, so you can onboard new clients with confidence.

Your clients expect a polished, modern solution — not spreadsheets and manual processes. We offer the best in matching algorithms combined with agentic claim production, giving your firm a technology edge that clients can see and trust.

Our matching algorithm is purpose-built for substitution-based claims, running multiple configurations in parallel to ensure every client gets the highest possible refund. Full transparency into optimization means you can demonstrate value to your clients with data.

Advisory firms often have existing workflows and automation in place. Our platform is designed to interface with the tools you already use, fitting into your operations rather than replacing them.

The current administration continues to employ a variety of tariff strategies. Your clients need you to react fast and provide drawback solutions as new tariffs create new recovery opportunities. Our platform helps you move at the speed the market demands.