Secure, Role Based Secuity
Asset and liability tracking features that provide users with snapshot view of the current status of bank accounts, properties, chattels, investments and loans including a historic transaction register for each tracked item.

Jurisdiction and entity type relevant screen navigation.
Per entity type configurable entity profile settings.
User role specific security for viewing, adding and updating data.
Ability to define mandatory data fields for accurate and
   complete data governance.
Ring fencing security capabilities including by department/team.
Dynamic workflow features to accurately guide
   users through any process.
In-menu client definable checklists to remind users
   of day to day processes.