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Digital investor forms
Send, collect and validate self-certifications without leaving the platform.
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.
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.
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Built-in validation
Every record checked against schema and jurisdiction rules before it can be filed.
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One-click XML & filing
Generate validated XML and transmit to authorities directly from the platform.
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Audit-ready exports
Full logs and evidence packs available on demand for internal and external audit.
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SSO & roles
Enterprise SSO, role-based access and maker-checker controls out of the box.
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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
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Set up
Configure entities, users and jurisdictions with our team.
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Collect
Your team runs onboarding and data collection.
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Validate
The platform checks everything before you file.
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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.”
Own the process, drop the risk.
See the self-serve platform — book a live walkthrough with our team.