Flyingboat Tax Data Exchange

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Overview

Flyingboat Tax Data Exchange produces XML reporting files for financial institutions to enable them to meet their Automated Exchange of Information (AEOI) reporting obligations. Available as on premises software or an online data processing service, Flyingboat Tax Data Exchange support US FATCA, UK CDOT and for 2017 OECD Common Reporting Standard Reporting.

The software can operate in a standalone configuration with data loaded by spreadsheet, manual entry or by data feed from integrated enterprise software applications. The software also integrates with our own Flyingboat Wealth Management Software

Key Features

Simplicity and ease of use are the key features enabled through a rich user interface and management functions to enable a complex reporting matrix combining business group, reporting to jurisdiction, reporting agreement and reporting year through a single dashboard.

Powerful workflow process for management of report creation, review and approval through the each report's creation, approval and submission lifecycle. This is combined with a complete audit trail to provide compliance oversight.

Key Benefits

Reporting made easy and exceptionally cost effective irrespective of the size of the organisation.

Secure online bureau service for low reporting requirements through to on premise software that can optionally be integrated through a API to enterprise system.

Tried and tested as used by many organisations from FATCA Year 1 encompassing multiple reporting agreements and reporting to jurisdictions.

Users include: International Banks, Fiduciary Groups, Law Firms, Investment Managers, Offshore Pension Administrators and other financial services organisations.

Product/Service details