Key Features

  • Capture data in any format allowing transactional and reference data to be fed in from a wide range of internal and external sources
  • Automated storage and management of documentation including onboarding, Relief at Source, reclaim, and supporting documents
  • Investment positions taken throughout the day - quickly determining if a customer is eligible for RAS and initiating documentation requests
  • Keeps pace with regulatory change - active development against industry trends and TRACE automation
  • No-code and highly configurable - enabling users to define the rules with which the organisation’s processes can be managed
  • Full audit trail – every action is tracked within the Solution

Key Benefits

  • Proven - 5 out of the top 10 Global Custodians trust Xceptor to cover the main back-office processes in their custody tax operations
  • One single solution - for all your tax processing activities
  • Increased operational efficiency - improved accuracy and timeliness of income event deductions and reclaims
  • Greater efficiency of RAS - quickly identify if the customer is eligible for RAS avoiding the lengthier and more costly tax reclaim process
  • Improved customer experience - offer customers a broader and more competitive tax service offering and achieving RAS where possible
  • Provide transparency - extend the scope of services provided to look-through vehicles and omnibus accounts
  • Increased speed and accuracy
  • Ability to handle increased volumes