• Digitally render client structures as dynamic Graphical User Interfaces 

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

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• Dynamically track and document lifecycle of client digital structures 

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

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• Enable real time consolidated data management  

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• Enable integration of legacy and organizational data silos

• Transform team, office and client digital integration 

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

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• Facilitate automated CRS analysis and reporting of client files 

 XML REPORTING 

• Automated CRS Analysis Algorithm  

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• Automated XML Schema Reporting  

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

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• Automated safety protocols to prevent Financial Account mis-reporting

 TRAINING 

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

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

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• Full use of Automated CRS Analysis Algorithm 

Top 30 Cutting-Edge FinTech Company Award Winner 

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