Broadridge Financial Solutions, a leading global Fintech provider, has announced a strategic partnership with Xceptor, a recognized leader in data automation for financial institutions. Together, the two companies will deliver a unified digital platform designed to automate the entire global tax relief and tax reclaim lifecycle. The partnership integrates Xceptor Tax with Broadridge’s Global Tax & Client Reporting Solution, creating a seamless, end-to-end system for multi-jurisdictional tax relief-at-source, tax reclaims, and digital regulatory filings.
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Tom Burke, President of Global Asset Servicing at Broadridge, emphasized how the collaboration aligns with the company’s broader mission to build a fully integrated, worldwide asset servicing ecosystem. He noted that financial institutions are under growing pressure due to increasing regulatory demands, market shifts, and rising transaction volumes. By merging Broadridge’s robust asset servicing infrastructure with Xceptor’s intelligent automation capabilities, he said clients will finally be able to move past manual and fragmented workflows, achieving greater speed, accuracy, and compliance across global markets.
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The unified platform will connect data, documentation, and decision-making across every stage of the tax and asset servicing process. Built on Broadridge’s powerful integrated technology and Xceptor’s highly flexible automation platform, the solution enables fast integration with existing systems and simplifies complex operational processes. With automated data flows, centralized documentation, and real-time regulatory updates, firms can identify RAS and tax reclaim opportunities, monitor eligibility, and manage all tax documentation more efficiently. This level of automation will support faster reclaim processing, reduced operational risk, and smoother compliance management across multiple regions and regulatory frameworks.
Xceptor CEO Michiel Verhoeven highlighted that combining the strengths of both companies creates a best-of-breed solution that blends deep tax domain expertise with intelligent data automation. He added that the collaboration is designed to help firms gain better visibility, control, and scalability as they navigate increasingly complex tax environments globally.
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This partnership also advances Broadridge’s goal of offering the market’s most comprehensive end-to-end asset servicing platform. At a time when financial institutions are seeking a single, digitized, and scalable approach to tax automation, the Broadridge-Xceptor solution aims to future-proof operations against evolving regulations worldwide, including MiKaDiV and EU FASTER. Together, the companies are helping reshape how the industry handles global tax operations, enhancing compliance efficiency, operational resilience, and overall client outcomes.
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