CENTEANL DIGITAL PLATFORM
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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
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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
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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
AUTOMATED CRS COMPLIANCE
XML REPORTING
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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
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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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