Overview

Administrator is focussed on surpassing the statutory, relationship management and the document needs and expectations of professionals in and or associated with the entity management industry.

Below is a brief high level of what our clients require and ViewPoint Administrator not only delivers but exceeds on expectations.

• Comprehensive Solution
  

  Administrator retains and provides – with a multitude of other information - instant access to statutory, officer, shareholder, bank, compliance, beneficiaries, assets, file notes and transaction information.

• Intuitive Workflow
  

  To avoid user uncertainty and promote accuracy Administrator is configured to display relevant information e.g. only the screens relevant to the jurisdiction and entity type of the selected entity are displayed to authorised users.

• Promote Accuracy and Efficiency
  

  The ViewPoint shared Master File concept and the extensive use of customisable drop down parameter fields helps ensure that user can efficiently and accurately enter new and edit existing information.

  The cloning feature also enables new entities to be created virtually instantly following same structure as any other entity in the database.

• Automated Documentation
  

  Viewpoint's unique event link libraries automatically prompt users with the documents relevant to the action they are undertaking. The documents generate fully populated with data from Administrator and as they are Microsoft Word based templates the content and format of the template can be customised to meet the exact needs of each client.

• Simplifying Change Management
  

  Amending key information, such as frequently used names, addresses, officers and bank signatories, can create an avalanche of administration. To minimise the work involved and to ensure accuracy, Global Change will update the entire database and prompt the user with the documents relevant to the change.

• Assist Compliance Management
  

  The comprehensive data fields include best business practice compliance and KYC information. Features such as the document generation and reporting capabilities provide users with the tools necessary to meet the demanding regulatory and statutory compliance obligations of both entities and individuals.

• Providing Flexibility
  

  Administrator is very customisable, virtually every field can be active or inactived, the caption changed and or drop down values edited and or new values added.

  Administrator also offers a number of specific and general user field options. User fields, which can also be reported on, are unlimited in the number that can be added, can be configured in a variety of formats and can be globally or selectively applied to ensure every possible piece of information can be captured.

• Integration
  

  Providing a seamless comprehensive solution Administrator integrates with all other modules, examples of integration are

  Practice Manager – Automatic bill profile configuration based on jurisdiction, entity type, officers, registered office etc.,

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  Client Accountant – Bank accounts, Asset details, Statutory Account information etc.

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  Document Manager – Safe Custody, Bank Accounts, Assets etc.