Automatic Exchange of Information Services

Reduce your risks with accurate, on-time reporting.

Tax compliance is growing increasingly complex. SS&C GlobeOp offers a robust and comprehensive tax and investor compliance solution. Reduce your operational burden by using our industry tested technology to manage your data.

Common Reporting Standard

  • Organization for Economic Co-operation and Development (OECD) reporting standard for global tax compliance.
  • Mandates jurisdictions to obtain information from their financial institutions and annually exchange that information with other jurisdictions.


  • Foreign Account Tax Compliance Act – US.
  • Requires financial institutions outside the US to conduct ongoing due diligence on US investors and report to the Internal Revenue Service (IRS) to ensure tax compliance.