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 Analysis Algorithm
Automated XML Schema Reporting
Financial Account Monitoring with Automated “Change In Circumstance” XML Schema Reporting
Automated safety protocols to prevent Financial Account mis-reporting
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
