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Your FATCA and CRS headaches solved.
Classification.
Confidence.
Clarity.
We see you, we understand you. We’ve been where you are.
FATCA/CRS is not optional; it has to be done.
And every year, the same problems come back around.
Inconsistent answers
Manual workflows mean the same entity gets classified differently depending on who prepares the case that day
Ballooning external costs
Reliance on expensive outside specialists for every complex case makes costs unpredictable and hard to justify.
Scattered evidence
When it's time to get your data together, you need to search through emails, Excel, PDFs, messages and more just to gather everything required
Late nights before deadlines
Compliance crunch time diverts senior teams from client work — and still results in rushed decisions and re-filings.
Deep expertise & project-based classification
Scalable for ongoing compliance
Dedicated, ongoing resource
Accuracy assured
Budget-friendly
Benefits
Consulting firms
In-house teams
Why choose
WealthComply?
Guided classification
Smart question flow leads to the right FATCA/CRS classification - the first time.
Expert oversight
Flag complex cases to our senior network of specialists or your own experts.
Audit-ready evidence
No stressing in case of an audit - everything is ready to go exactly as needed, at any moment.
Integration & speed to value
Save 60-80% prep time and classify more entities in less time than ever before.
Data sovereignty & security
You entrust us with sensitive data, and we don't take that lightly. Always secure, always safe.
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