We help you to

digitally transform your business

CENTEANL DIGITAL PLATFORM

  • Digitally render client structures as dynamic Graphical User Interfaces 

  • Digitally transition client, team and data management to a central visualized platform 

  • Dynamically track and document lifecycle of client digital structures 

  • Uniquely associate and stream client, operational and API data to relevant structure icons 

  • Enable real time consolidated data management  

  • Enable integration of legacy and organizational data silos

  • Transform team, office and client digital integration 

  • Facilitate creation of a “Client Portal” to enable secure paperless access to and administration of client files    

  • Facilitate automated CRS analysis and reporting of client files 

 
 
 

AUTOMATED CRS COMPLIANCE

 XML REPORTING 

  • Automated CRS Analysis Algorithm  

  • Automated XML Schema Reporting  

  • Financial Account Monitoring with Automated “Change of Circumstance” XML Schema Reporting  

  • Automated safety protocols to prevent Financial Account mis-reporting

 TRAINING 

  • Modular CRS training resource, for beginner, intermediate and senior responsible compliance professionals 

  • Dynamic knowledge test platform with over 100 unique client structures fully analyzed  

  • Full use of Automated CRS Analysis Algorithm 

 
 

Top 30 Cutting-Edge FinTech Company Award Winner 

by

 Automated CRS Compliance 

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CRS COMPLIANCE

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