Save Time, Reduce Errors, Improve Reporting, Reduce Costs
Automate FATCA reporting processes from data in your existing systems.
Automated CRS reporting based on data in your existing systems.
Automatically submit changes to ultimate beneficial owners based on data already in your systems.
Automate almost any regulatory filing from change of address to special resolutions.
Automated, straight-through reporting based on the data in your existing system allows you to meet your reporting deadlines without human intervention.
XRM Architects stepped in at very short notice, with little knowledge of the project, and took complete control of the situation. They worked tirelessly to extract and deliver the data to the regulators and went the extra mile to ensure that everything was completed in time.Clive Le Marquand, Partner, PKF BBA
Save time, Reduce errors, Improve reporting, and Reduce costs
The tool is designed to integrate with almost any existing software that you use in your business.Request a Demo
Integrations can be configured for popular trust and fund administration software like NavOne and ViewPoint, or any system that uses SQL. Data can be retrieved from almost any other system on request.
Is your data behind an API or in the cloud? No problem, we have tools to help build an integration into your systems.
The platform has been designed and built by our in-house software consultants and developers which gives us the flexibility to customise the system for your specific requirements.
With a combined 60 years' experience delivering technology solutions for regulators, trust companies, fund managers, and banks in the offshore finance sector, there are few systems or challenges that we haven't come across.
Once you have decided that you want to go ahead and automate your regulator reporting, we will provide a detailed integration plan that we can deliver on your behalf or in collaboration with your own team.
Do you need some help with a software development project or want more information about the Financial Services Regulatory Reporting Platform?
Get in touch to arrange your free consultation.