Are you FATCA fit? Use these tools to get up to speed, analyze your organization and make educated decisions looking ahead.
FATCA online survey tool
Global, customizable surveys
The online survey tools are a suite of FATCA-centric survey tools that can be rapidly customized to meet your needs.
Users can split input and output by tax type, entity, business, and country. A built-in database of predefined questions spans multiple tax types and accelerates survey construction.
The tool generates web-based surveys that can be deployed globally, performed simultaneously, and aggregated nearly instantly.
Using this tool greatly reduces the overall assessment time, focuses priorities, and shortens the FATCA compliance timeline.
The tool’s built-in logic produces a visual risk guide (heat map) and impact assessment.
Contact us to find out more about our FATCA online survey tool.
FATCA decision tree tool
Interactive application for navigating the FATCA legislation
Our FATCA decision tree tool is a stand-alone tool that enables users to explore various FATCA classification flows interactively, allowing for assessment of the exact FATCA impact for each customer and legal entity type.
As a stand-alone application, it can be deployed quickly and used immediately. The standard web-based user interface is simple and intuitive.
The tool provides extensive flexibility in interacting with the decision trees — providing instant feedback for playing out alternate scenarios.
The tool is primarily based on classifying legal entities and categories of customers, but the ease of use makes it an excellent choice for FATCA education, as well.
Contact us to find out more about our FATCA decision tree tool.
FATCA data classification tool
Quickly categorize legal entity and customer populations
The FATCA data classification tool is a customizable solution that allows advanced visualization and analysis of large volumes of both legal entity and customer data.
Because it’s data driven and customizable for each client, our FATCA data classification tool can make quick work of processing your data sources to understand distribution metrics and data quality.
We leverage software to help customize data visualization and analysis. This delivers the information you want — in the format you want — without extraneous data, which enables rapid assessment and delivery of targeted solutions to accelerate the impact analysis of a FATCA project.
Contact us to find out more about our FATCA data classification tool.