Broadridge and Xceptor collaborate on tax reclaims solution
19 November 2025 US, UK
Image: rogerphoto/stock.adobe.com
Broadridge Financial Solutions has formed a strategic partnership with Xceptor, a provider of 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 and client reporting solution to create an end-to-end solution for multi-jurisdictional tax relief-at-source, tax reclaims, and digital regulatory filing.
Broadridge and Xceptor are creating a unified offering that connects data, documentation, and decision-making across the global tax and asset servicing lifecycle.
Through automated data flows, centralised documentation, and regulatory updates, clients can automatically identify Relief at Source and tax reclaim opportunities, monitor eligibility, and manage tax documentation.
Tom Burke, president of Global Asset Servicing, Broadridge, comments: “Financial institutions face increasing complexity across tax operations amid intensifying regulatory requirements, market change, and surging transaction volumes.
“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.”
Michiel Verhoeven, CEO of Xceptor, comments: “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 Mitteilungsverfahren Kapitalerträge Dividenden and EU Faster.”
With this partnership, Xceptor Tax will be integrated with Broadridge’s global tax and client reporting solution to create an end-to-end solution for multi-jurisdictional tax relief-at-source, tax reclaims, and digital regulatory filing.
Broadridge and Xceptor are creating a unified offering that connects data, documentation, and decision-making across the global tax and asset servicing lifecycle.
Through automated data flows, centralised documentation, and regulatory updates, clients can automatically identify Relief at Source and tax reclaim opportunities, monitor eligibility, and manage tax documentation.
Tom Burke, president of Global Asset Servicing, Broadridge, comments: “Financial institutions face increasing complexity across tax operations amid intensifying regulatory requirements, market change, and surging transaction volumes.
“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.”
Michiel Verhoeven, CEO of Xceptor, comments: “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 Mitteilungsverfahren Kapitalerträge Dividenden and EU Faster.”
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