Broadridge and Xceptor Partner to Transform Global Tax Reclaims and Asset Servicing Operations

Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced a strategic partnership with Xceptor, a global leader in data automation for financial institutions, to offer a unified digital platform automating the global tax relief and tax reclaim lifecycle. With this partnership, Xceptor Tax will be integrated with Broadridge’s Global Tax & Client Reporting Solution to create an end-to-end solution for multi-jurisdictional tax relief-at-source, tax reclaims, and digital regulatory filing. 

“We are excited to partner with Xceptor as part of our broader strategic initiative to deliver a truly global, integrated asset servicing solution, including tax reclaims. Financial institutions face increasing complexity across tax operations amid intensifying regulatory requirements, market change, and surging transaction volumes,” said Tom Burke, President of Global Asset Servicing, Broadridge Financial Solutions. “By combining Broadridge’s market leading asset servicing infrastructure with Xceptor’s next generation intelligent tax automation, we are enabling our clients to move beyond manual, fragmented processes – improving accuracy, speed, and compliance across markets.”  

Broadridge and Xceptor are creating a unified offering that connects data, documentation, and decision-making across the global tax and asset servicing lifecycle. Built on Broadridge’s powerful, integrated platform technology and Xceptor’s highly configurable and enterprise-grade platform, the combined solution enables ease of connection and out-of-the-box integration with existing systems. Through automated data flows, centralized documentation, and regulatory updates, clients can automatically identify Relief at Source (RAS) and Tax Reclaim opportunities, monitor eligibility, and seamlessly manage tax documentation. These new features will help firms achieve faster reclaim processing, reduce operational risk and costs, and maintain compliance across complex, multi-market tax processes, and evolving global regulatory regimes.  

“By combining our tax offering with Broadridge’s solution, we are delivering best-of-breed product functionality, intelligent data automation, and deep domain experience for clients navigating complex tax environments,” said Michiel Verhoeven, CEO of Xceptor. “Together, we’re driving meaningful change across the industry, helping firms achieve the control, visibility, and scalability they need to transform tax operations and efficiency globally.” 

This new solution supports Broadridge’s goal of offering the most comprehensive end-to-end asset servicing platform in the market and addresses the industry’s need for a single, digitized, scalable, and compliant tax automation framework. Together, Broadridge and Xceptor are empowering financial institutions to transform their global tax operations – driving greater compliance efficiency, improving client outcomes, and future-proofing operations against market and regulatory change such as MiKaDiV and EU FASTER.