Future Focus Report 2024. Can you trust your data?
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Management &

Global Disclosure & Exchange Reporting

A convenient, comprehensive, efficient and powerful platform to capture new data whilst leveraging already maintained data to produce practically any form of required entity management related disclosure or exchange output.

Key Features


‘Out of the box’ Viewpoint Connect already supports AEOI FATCA & CRS XML submissions for all its clients’ core jurisdictions. The data collation is effortless as most AEOI required data is already maintained within Viewpoint Connect.


Mandatory Disclosure Rules such as DAC6, Beneficial Ownership and Economic Substance Reporting need not be a challenge. Each, with their local nuances, are supported by Viewpoint Connect. The dynamic data capture process extracts already maintained information and prompts users to complete the rest.


The detailed integration of MDR & AEOI with Connect’s Accounting and Entity Administration components allows the details of financial transactions between the entity and reportable persons to be immediately available for MDR & AEOI processing.

Management View

The Management screen provides an instant overview for relevant filing types including MDR & AEOI. The extensive range of independent and combinable filters provide complete oversight and control of the entire MDR & AEOI process.


Viewpoint Connect has extensive two-way integration with efileConnect – a secure cloud based electronic filing solution with extensive MDR, Economic Substance and AEOI filing capabilities.

Reportable Persons

AEOI or MDR identified reportable persons are managed in a dedicated screen that classifies the reportable regime and period together with any relevant financial information such as AEOI balances and transactions.


To eliminate the complexity of both MDR and AEOI, most of the data capture processing is automated, effectively guiding users through all stages of the process from the data onboarding to the final submission, plus any resubmissions.


The advanced rules-based data validation tools that are present throughout Viewpoint Connect are used to altogether identify indicia for all AEOI parties, immediately creating records for the curing status for each of the identified indicia.


The detailed highly configurable security options available allow for the very strict access and change control on all MDR & AEOI data.