FATCA & CRS reporting software for administrators
Classify account holders, track self-certifications, and generate submission-ready FATCA and CRS reports — jurisdiction by jurisdiction, with a full audit trail.
AdminSphere brings FATCA and CRS reporting into the same platform you use to administer entities and funds. Classification, due diligence, reportable-account identification, and reporting run as connected workflows — so annual reporting stops being a fire drill.
Annual reporting shouldn't be a fire drill
Classification lives in spreadsheets
Entity and account-holder classifications tracked by hand and hard to evidence when challenged.
Self-certifications go stale
Collecting and refreshing self-certifications is manual and easy to miss.
Reporting is an annual scramble
Identifying reportable accounts and building filings under deadline pressure, every single year.
Evidence is scattered
When a tax authority asks, the audit trail is spread across disconnected systems.
FATCA and CRS, connected to the rest of your data
Entity & account classification
Classify entities and account holders with jurisdiction-aware logic.
Self-certification tracking
Capture, track, and refresh self-certifications with reminders.
Reportable-account identification
Identify reportable accounts automatically based on classification and thresholds.
Submission-ready reports
Generate FATCA and CRS reports on a per-jurisdiction basis.
Connected to KYC & entities
Reporting draws on the same entity, KYC, and beneficial-ownership data you already maintain.
Full audit trail
Every classification and report is logged and defensible.
FATCA & CRS reporting software FAQ
What is FATCA and CRS reporting software?
It's software that helps financial institutions and administrators classify account holders, perform due diligence, identify reportable accounts, and produce the reports required under FATCA and the Common Reporting Standard. AdminSphere does this alongside entity and fund administration on one platform.
Does it generate submission-ready reports?
Yes. AdminSphere helps you identify reportable accounts and generate FATCA and CRS reports on a per-jurisdiction basis, with a full audit trail.
Which jurisdictions are supported?
Six jurisdictions ship out of the box, and you can add any jurisdiction with custom regulatory parameters so classification and reporting adapt accordingly.
Do I need Salesforce already?
You need a Salesforce Enterprise Edition (or higher) org. AdminSphere installs as a managed package — no custom development required to get started.
See AdminSphere for FATCA & CRS reporting
Book a demo and we'll show you how classification, self-certifications, and reporting run as one connected workflow.
Request a Demo