mission and focus
Our Mission: ViewPoint aims to substantially improve the operations of its clients by delivering value for money solutions at a reasonable cost of ownership

Rather than some lofty statement that appears in our corporate information, we genuinely believe in our mission statement and ensure that the ideals thereof are demonstrable in every aspect of our operations.

To achieve our mission, our focus is specific and unwaivering - we develop and support solutions that cater for the demanding and constantly evolving needs of entity and wealth management professionals all over the world.

Below are a selection of the operational areas that fall within our entity and wealth management focus:
 
     
  • Client information and relationship management
  • Entity management of companies, trusts, partnerships,
    foundations and funds.
  • Compliance and Client Due Diligence Management.
  • Workflow and process management.
  • Document and email management.
  • Sales ledger, debtor and recurring fees management.
  • Purchase ledger, creditor and expense recovery.
  • Time and disbursements management and recovery.
 
  • Accounts preparation for clients, including capital and
    income segregation for trust accounting.
  • Fund, treasury and portfolio accounting.
  • Share and unit maintenance and reporting.
  • Flexible generation of statutory forms, minutes,
    resolutions, correspondence and other documentation.
  • Bank transaction management.
  • Meeting management.
  • Comprehensive and flexible reporting capabilities.