Management & Control
Harnessing the Value of Existing Data
At efileConnect, we recognise 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 Connect 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.
Powerful Automated Data Loading Options
efileConnect has a detailed Excel import sheet that is configured to allow users to capture the content of multiple flings in a single workbook.
Using efileConnect’s Data Onboarding to simply ‘Drag & Drop’ one or multiple spreadsheets for instantaneous upload is the most convenient simple, efficient and reliable method for a non-Viewpoint user to populate efileConnect.
Embracing Global Standards to deliver local variation
efileConnect maintains a comprehensive library of over 20 AEOI FATCA and CRS Reporting Authority schemas. The library continues to grow in response to legislation and as different nuances of specific jurisdiction’s requirements are identified.
API and Web Services
The open architecture of efileConnect allows users to connect their third-party solution to import transformed data directly into efileConnect.
API (Active Protocol Interface) and Web Services, can be used to link distinct and often unrelated systems. The linking is normally configured as a one-off exercise and more often than not the link is one way, i.e. one system ‘feeds’ the other with no return ‘feed’.