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Delivery model · Self-serve

Run reporting yourself, on modern software.

The Label Platform gives your team the full FATCA & CRS toolkit — collection, validation, remediation, withholding, XML and filing — with the automation that keeps rejections at zero. You stay in control; the software does the heavy lifting.

Book a callPrefer it managed?

Self-serve

Your team, dramatically more capable

For institutions that want to own the process, the platform replaces spreadsheets and manual scripts with a single, audited system. Built-in validation and error-checking mean your team files with confidence — without becoming schema experts.

  • 01

    Digital investor forms

    Send, collect and validate self-certifications without leaving the platform.

  • 02

    Built-in validation

    Every record checked against schema and jurisdiction rules before it can be filed.

  • 03

    One-click XML & filing

    Generate validated XML and transmit to authorities directly from the platform.

  • 04

    Audit-ready exports

    Full logs and evidence packs available on demand for internal and external audit.

  • 05

    SSO & roles

    Enterprise SSO, role-based access and maker-checker controls out of the box.

  • 06

    Expert support

    Regulatory specialists on hand when you need a second opinion — not a ticket queue.

  • 0%XML rejection rate
  • 99.9%Accuracy
  • 80%Time saved
  • SSOEnterprise-ready

How it works

You drive, the platform assists

  1. 1

    Set up

    Configure entities, users and jurisdictions with our team.

  2. 2

    Collect

    Your team runs onboarding and data collection.

  3. 3

    Validate

    The platform checks everything before you file.

  4. 4

    File

    Generate XML and transmit — with support a click away.

“The platform made our existing team file like specialists. We kept control and lost the spreadsheets.”

— Compliance Manager

Own the process, drop the risk.

See the self-serve platform — book a live walkthrough with our team.

Book a call