Broadridge Financial Solutions, a global fintech leader, has announced a major strategic partnership with Xceptor, a company known for its advanced data automation solutions for financial institutions. Together, they will introduce a unified digital platform that automates the entire tax relief and tax reclaim lifecycle across global markets. As part of this partnership, Xceptor Tax will be integrated with Broadridge’s Global Tax & Client Reporting Solution, creating a seamless end-to-end system for tax relief-at-source, tax reclaims, and digital regulatory filings across multiple jurisdictions.
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Tom Burke, President of Global Asset Servicing at Broadridge, emphasized the importance of the partnership at a time when financial institutions are struggling with increased tax complexity, rising regulatory demands, and growing transaction volumes. He explained that by combining Broadridge’s industry-leading asset servicing infrastructure with Xceptor’s intelligent tax automation technology, clients will be able to move away from fragmented, manual workflows. The unified platform aims to deliver better accuracy, faster processing, and improved compliance across global markets.
The partnership will bring together data, documents, and decision-making in one connected ecosystem. Built on Broadridge’s integrated platform and Xceptor’s flexible enterprise-grade technology, the solution offers easy connectivity and out-of-the-box integration with existing systems. Financial institutions will benefit from automated data flows, centralized documentation, and always-updated regulatory rules. This will help them identify tax relief and reclaim opportunities, track eligibility, automate paperwork, and reduce the time and risk involved in managing tax processes across multiple countries.
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Xceptor CEO Michiel Verhoeven noted that the combined offering brings together best-in-class tax capabilities, intelligent data automation, and deep industry expertise. He added that the collaboration is set to drive meaningful industry transformation by giving firms greater control, visibility, and scalability as they manage complex global tax environments.
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With this initiative, Broadridge continues to advance its vision of delivering the most comprehensive end-to-end asset servicing platform available. The new solution addresses the industry’s need for a single, scalable, and compliant digital tax automation framework. Together, Broadridge and Xceptor aim to help financial institutions enhance compliance, improve client outcomes, and prepare their tax operations for future regulatory changes, including MiKaDiV and EU FASTER.
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