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Xceptor & Broadridge

Transforming asset servicing & tax operations through intelligent automation and market-leading expertise.

About the partnership 

Xceptor’s intelligent tax automation solution and Broadridge’s asset servicing platform have partnered to deliver a powerful, end-to-end solution for financial institutions.

Through a unified tax and asset servicing platform, customers will benefit from the ability to modernise and digitise operations, reduce risk, and enhance global regulatory compliance.

Why it matters

Together, Xceptor and Broadridge will tackle key industry challenges, including: 

 

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Data fragmentation

Digital transformation

Data integrity & transparency

Global regulatory alignment

Why choose Xceptor and Broadridge for Tax Automation? 

Data Intelligence & Automation 

  • Broadridge: Real-time, multi-currency asset servicing with deep automation across corporate actions, income processing, and custody. 
  • Xceptor: AI-powered tax document intelligence automates ingestion, validation, and reconciliation of complex tax data. 
  • Together: Eliminate manual intervention, reduce duplication, and ensure data accuracy across asset servicing and tax workflows. 

Operational Efficiency 

  • Broadridge: Modular architecture and common data ontology streamlines asset servicing. 
  • Xceptor: Industry-leading in Tax Reporting and Corporate Actions and Income Processing with supporting products such as global tax jurisdictional guides and tax market alerts. 
  • Together: Delivers straight-through processing from asset events to tax reporting, cutting costs and improving turnaround times. 

Compliance Confidence 

  • Broadridge: Industry-leading tax form reporting and cost basis reconciliation with full audit trails. 
  • Xceptor: Ensures regulatory alignment with evolving global tax regimes, including EU FASTER, and MiKaDiv. 
  • Together: Deliver a robust compliance framework with real-time visibility and control across global jurisdictions. 

Scalability & Flexibility  

  • Broadridge: Support for global custody and onboarding projects across capital markets, wealth and asset management.  
  • Xceptor: Tax platform adapts to diverse and changing client needs, integrating seamlessly with existing systems.  
  • Together: Scalable deployment across business lines and geographies, futureproofing operations.  

Client Experience & Strategic Advantage 

  • Faster, more accurate tax outcomes 
  • Reduced service delays and errors in asset servicing and tax processing 
  • Enhanced transparency and reporting 

Control

Control

Take charge of your asset servicing and tax operations with intelligent automation, real-time data visibility, and full auditability. Reduce operational risk and ensure data integrity across complex workflows.

Connect

Connect

Unify Broadridge’s asset servicing with Xceptor’s tax automation to create a seamless, end-to-end post-trade ecosystem. Break down silos between corporate actions, income processing, and tax reporting.

Comply

Comply

Stay ahead of global tax regulation with proactive compliance tools. Ensure accurate, timely reporting and alignment with evolving tax regimes across jurisdictions including EU FASTER and MiKaDiv.

Let’s talk

To learn more about how Xceptor and Broadridge can help transform your asset service and tax operations, reach out to your account manager or visit: 

xceptor.com | broadridge.com 

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