Automate complex processes, reduce risk, and unlock efficiency across the trade lifecycle

The Xceptor platform extracts, ingests, validates, and transforms any data, in any format, from any source, providing firms with complete control and transparency over their data, while reducing risk and enhancing operational efficiency.

Xceptor Reconciliations transforms how financial institutions manage data integrity across post-trade operations, by automating reconciliation workflows end-to-end, from internal controls to external counterparty and regulatory compliance. With no-code configuration, users can aggregate, validate, and enrich data from any source, define unlimited matching rules, and manage exceptions automatically.

Xceptor Tax enables financial institutions to automate and streamline complex operational tax processes. From documentation and relief at source, to reclaim workflows and regulatory reporting, Xceptor offers ac comprehensive solution that reduces risk, boosts efficiency, and ensures compliance. Trusted by eight of the top ten global custodians, the platform supports intra-day tax calculations, integrates easily with existing systems, and allows business users to configure rules without IT support.

Xceptor Post-Trade Operations transforms complex, unstructured data into trusted, structured outputs, enabling straight-through processing (STP) across all asset classes. With intelligent workflows, configurable business rules, and real-time exception handling, Xceptor reduces operational risk, improves accuracy, and accelerates time-critical processes to meet evolving settlement timelines like T+1.

Xceptor Loan Notice Management helps financial institutions automate the processing of complex, unstructured loan notices. The platform uses AI-powered data extraction and intelligent workflow automation to standardise notices, reduce manual effort, and improve accuracy. With flexible integration and full audit trails, Xceptor enables firms to scale efficiently, respond faster, reduce risk, and gain competitive oversight of loan activity.

Xceptor Client Lifecycle Management helps financial institutions automate the entire client journey, from initial engagement through to onboarding, account opening, account opening, and ongoing servicing. With no-code configuration, intelligent workflows, and seamless integration, Xceptor enables teams to manage complex data, eliminate manual tasks, and deliver a faster, more accurate client experience. Firms gain real-time visibility, improved governance, such as seamless compliance with KYC and AML requirements, and the flexibility to adapt to changing demands.