the ViewPoint
solution
World leading entity and wealth management solution
International Statutory Management
Practice Management
Client and Internal Accounting
Document and Email Management
Workflow
Read More
client profile
Professional Entity Managers the world over
Company & Trust Managers
Fiduciaries
Fund Administrators
Accountancy Practices
Law Firms
Private Banks
Family Offices
PLC’s
Company Secretaries
MNO’s
Read More
entity administrator
Unlimited Jurisdictions and related entity types
Preconfigured statutory forms for 20+ countries
Automated event based document generation
Hundreds of customisable world class document templates
Integrated CDD and risk analysis tools
Read More
practice manager
Powerful multi-currency Sales and Purchase Ledger
Integrated time recording
Supports multiple revenue companies
Fixed Fee, Recurring Fee & AUM /Ad-Valorem billing
Government Fee management
Read More
client accountant
Maintain accounts for an unlimited number of clients
Multiple charts of accounts
Journal Scripts for standardised journal
Valuation and Revaluations including NAV
Bank Transaction import and recognition
Read More
document manager
Highly integrated with MS Office especially Outlook
Integrated scanning with OCR
Supports storing any file format
PDF Document Binder for Board packs etc.
Dynamic Workflow and task management
Read More