overview
ViewPoint’s software is designed to cater for every aspect of the administration and management of entities including companies, trusts, partnerships, foundations and funds.
ViewPoint is a fully integrated solution consisting of multiple modules. Representing the core business areas of our clients, the individual modules can be introduced as
a complete suite or on a module-by-module basis.
  • 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.

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  • 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.

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  • 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.

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  • Highly integrated with Microsoft Office especially Outlook.
  • Integrated scanning with OCR.
  • Supports storing any file format.
  • PDF Document Binder for Board packs etc.
  • Dynamic Workflow and task management.

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  • Client Definable Workflows.
  • Automated Task Assignment.
  • Integrated Wizard Features.
  • Concurrent or Sequential Steps.
  • Intuitive logic based step assignment.

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  • Secure Online Client Self Service.
  • Request Initiation.
  • Workflow Integration.
  • Messaging Centre.
  • Document Sharing and collaboration.

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