Secure End-to-End AEOI Solution
Seamless Integration with ViewPoint
Online Local & Centralised Oversight
Efficient IT Management
Value Add Service Opportunities
Unlimited Filing Type Architecture
Own Corporate Identity / Brand
Harnessing the Value of Existing Data
efileConnect recognises that the duplication of work by re-keying existing data is not only an unnecessary and unwanted demand on resources, it is also prone to error.
ViewPoint Entity Administrator can be seamlessly integrated for instant or on-demand data sharing.
Non-ViewPoint solutions can also be readily linked to efileConnect via API and Web Services interfaces.
Simplifying Information Capture
Using existing data can be a huge benefit and cost saver. However, if not already system maintained, efileConnect includes comprehensive and easy to use Excel and PDF Import Wizards to help get information efficiently and accurately uploaded.
Embracing Global Standards to Deliver Local Variation
efileConnect maintains a library of over 200 FATCA and CRS Reporting Authority schemas. The library continues to grow as different nuances to any jurisdiction’s requirements are identified.
More than a Report Generator
efileConnect is an end-to-end solution for the management of the entire filing process – including:
Internal Submission Approvals
Submission / Re-submission
Distinguished Service Offering
efileConnect provides ‘White-Labeling’ customisation options to promote brand awareness and recognition to help distinguish hosting organisations from their competitors.
efileConnect customisation options include:
Host Company Logo
Corporate Identity – Font & Colour Scheme
Flexible and Scalable Delivery Options
Depending on each organisation’s needs efileConnect is a fully scalable cloud solution that can be accessed either via ViewPoint’s secure hosted environment or can be housed behind each organisation’s own firewalls and security.
Ensuring constant availability, ViewPoint’s multi-tenant hosted efileConnect environment is managed on the globally available and secure Microsoft Azure network.
Centralised Update Service
AEOI FATCA and CRS filing requirements have proven to be highly dynamic. To stay on top of ‘eleventh hour’ changes, efileConnect operates an automated (or semi-automated if preferred) update service to efficiently implement necessary updates in a fuss free manner.
Reporting Authority Focus
ViewPoint’s global AEOI exposure and experience has ensured that efileConnect is a global solution providing a local focus to the specific requirements of each Reporting Authority.
Personal information, especially AEOI information, is sensitive. efileConnect provides an innovative user based integrated RBAC (Role Based Access & Control) to tightly control which users can access information.
Additionally, PKI (Private Key Encryption) can be implemented to ensure that data can only be read by authorised users.
Optional Token based security provides state of art industry leading user access security.
In addition to being available as an independently hosted within a client’s own firewall ViewPoint offers two hosted delivery services:
Multi-Tenant Hosted Environment
Single Tenant Hosted Environment
Both the Multi-tenant and Single-tenant Environment options utilise the Microsoft Azure global cloud services to provide the highest world class cloud security available.
Trusted, Experienced Regulatory Partner
ViewPoint was founded in 1994 and has over 20 years of experience delivering global compliance, regulatory and governance solutions. It has always been, and will continue to be, an innovative technology developer who believes closely partnering with its stakeholders will deliver the latest and best sustainable solutions.