Overview

About FATCA & CRS

The most complete FATCA & CRS software, automating the whole lifecycle:
o Data validation
o Identification of reportable accounts
o XML Generation
o FATCA & CRS Classifications
o Creation of Forms (W8, W9 etc.)
o Onboarding
o Changes in circumstances checks

At a glance

Software information

Industries served, licensing and the support FATCA & CRS provides.

Industries

Financial-services

Licensing

Proprietary
Annual Subscription

Support

Email
Phone
24x7 Support

Training

Webinar
In-person
Documentation

Languages (1)

English

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Capabilities

FATCA & CRS features

The full feature set, grouped by module.

Compliance Software

Audit Management
Compliance Tracking

Plans

FATCA & CRS pricing

Free Version

Payment Frequency

Annual Subscription

Preferred Currency

USD ($)

Vendor pricing page

Media