#1 Automatic Exchange of Information (AEOI) software
ReportGenie's regulatory reporting software streamlines FATCA and CRS reporting by simplifying the submission process. In just four simple steps, ReportGenie ensures that you meet the reporting deadline without any hassle.
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STEP 1
Download our intuitive Excel submission template and populate the relevant account holder information, such as name and address information, Tax Identification Number and financial information.
If you have a high volume of accounts to report, an enterprise license allows you to attach directly to your source systems to skip the template.
STEP 2
When you upload the submission template it is automatically validated by the software. ReportGenie will update you on any potential errors, warnings and missing data. Make any required modifications and upload as many times as you need.
Request a demoSTEP 3
Review the built-in report summary of your data - once everything looks shipshape, hit one button to generate and download the submission-ready document.
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STEP 4
Submit your final XML document to your local tax portal once you are ready. ReportGenie's automatically generated XML reports supports CRS & FATCA submissions in Guernsey, Jersey, Isle of Man, Switzerland, Singapore, Hong Kong and Dubai. The platform is fully enabled for re-submissions and corrections without having to code. Do you need a different reporting jurisdiction? Let us know!
Request a demoDiscover ReportGenie's range of features developed to simplify FATCA and CRS reporting.
ReportGenie has built-in validators that ensure TINs are in the right format for the corresponding jurisdiction. The platform warns you of any issues before submission to improve reporting accuracy and prevent unnecessary errors.
Start with your original submission to make full or partial corrections or deletions. ReportGenie allows you to have complete flexibility without being restricted because of technical processes.
Simplify your reporting duties for multiple organisations. ReportGenie's reporting software enables large organisations with extensive reporting requirements to easily make submissions for multiple organisations.
ReportGenie’s software is fully web-based but can be connected to your local environment when required or if you have a high volume of accounts to report.
Make submissions to ReportGenie via the API. ReportGenie can accept your data in a specified format and return a validated XML document.
ReportGenie is user-friendly and end-to-end support is available where needed. Simply get in touch or visit our resources page for extensive template guides, blogs and other materials.
"By utilising ReportGenie's TIN validation, we have been able to pre-validate our submissions greatly reducing the likelihood of corrections or resubmisisons in the future, resulting in significant time savings. The ease of uploading pre-mapped templates has greatly simplified the process and ReportGenie's jurisdiction-specific XML output is consistently updated to meet the latest requirements, making it a dependable tool for our business needs. We will continue working with Cortex as a client-focused partner."
"ReportGenie is a user-friendly platform that ensures we meet all regulatory reporting requirements effortlessly. The built-in corrections process has made dealing with any data issues a breeze. I highly recommend Cortex as a reliable technology provider that caters to the unique needs of our business."
ReportGenie offers full support and can take the entire reporting process out of your hands when required. The self-service platform is supported by extensive template guides, as well as blogs and other documentation to support you during the reporting process. ReportGenie's team is always available to support your queries to ensure regulatory reporting is as pain-free as possible.
ReportGenie does not permanently store any of your data. The data is read to temporary computer memory to create submissions but it is immediately purged after creating the submission. ReportGenie is GDPR compliant and our data policy is available via this link.
The platform simplifies the reporting process in 4 easy steps and is fully self-service. Perfect for organisations with simple reporting requirements.
Designed for advanced reporting requirements, where you want to integrate your own systems, or when you are looking for an end-to-end reporting service.
ReportGenie is fully customisable and scalable. The platform supports agencies or consultancies looking to use their own branding.
Get in touch with a member of our team to discover more about ReportGenie and start streamlining the reporting process.
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