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Our Tax Clients and Tax Community Are Our Best Sources of Intel

Our Tax Clients and Tax Community Are Our Best Sources of Intel

For more than a decade, Xceptor has been fortunate to sit at the heart of an engaged and active tax community. On one side our clients include 5 of the top 10 Global Custodians and on the other we have partnered with Clearstream to redefine the service for withholding tax processing for financial intermediaries.

Reconciliations: Build the business case for change

Reconciliations: Build the business case for change

Reconciliations is a mature function, long accepting of its place as a costly, yet necessary part of the trade lifecycle. Fortunately, there is appetite for change in the recs world and a strong business case can be made.

Is reconciliation the problem or is it data control?

Is reconciliation the problem or is it data control?

With margins tight, client expectations high and regulators circling once more, should you continue to consider recs across internal systems, external systems and everywhere else as a normal, reasonable, cost of doing business?