Engage - Viewpoint Entity Governance Solutions

More than a client portal – Viewpoint Engage is a state of the art Web solution for clients, intermediaries and internal users to genuinely engage and work together

Engage - Viewpoint Entity Governance Solutions

Service Requests

High configurable BPM based Service Request Initiation and process sharing with unparalleled direct back-office integration

Entity Details

All things entity management you could imagine: Jurisdictional Details, Officers, Relations, Capital, Owners & Controllers, AEOI etc.

Detailed Filings

Unlimited Filing Types, Per Filing Status and Document Sharing

Verified Data Input

Collect information and documents (e.g. Compliance Due Diligence) directly from clients and intermediaries for verification and automated addition to Viewpoint Connect

Document
Collaboration

Secure document sharing offering easy to use drag and drop features and automated back-office automated versioning options

Fees & O/S

Summary and detailed per entity views of fee schedules and current outstanding service providers fees

Diary & Calendar

Auto-populated with key entity dates, workflow dates, task dates, ad-hoc user reminders, and date relevant notes

Extensive Meeting
Management

Pre-meeting Admin, Attendance, Proxies, Document Packs

What Our Clients Have To Say

Our firm has used Viewpoint for 20 years, it is our backbone and holds vital information regarding our clients, companies and their assets. Navigation through the system is easy and information can be extracted very quickly.

Susan GagerHead of Corporate Services
Line Group Limited

Viewpoint offers a broad solution across many jurisdictions. The solution is quite configurable. Working with Viewpoint has been a good experience.

Wolraad EuvrardBusiness Analyst
Harney Westwood & Riegels LP

Excellent. In comparison to other products used in the jurisdiction it is far superior.

Catherine MacEwenDirector
Corinthian Trust Company Limited

I have a good working relationship with Viewpoint and always find their representatives to be knowledgeable and professional.

Victoria ReynoldsClient Accounts Manager
Aston International Limited

I have worked with Viewpoint over many years. The support team are always very helpful.

Daryl YatesSystems Analyst
JTC PLC

I have been working with Viewpoint since around 1998 and consider myself a Viewpoint Geek! I enjoy the daily challenges Viewpoint gives and the fact that you are always learning something new.

Tracy AndersonViewpoint System Manager
Sovereign Trust (Isle of Man) Limited

Viewpoint representatives are very attentive and solution driven. Their industry minimises the time and effort in explaining our requirements.

Sophie SavvopoulouHead of Operational Excellence
Trident Trust Company (BVI) Limited

Very useful, very good program.

Tania DeleuClient Relationship Manager
SHRM Group (Luxembourg) S.A.

I have used Viewpoint for over 20 years at different levels in my profession. It's a great database which always moves with the times and adapts efficiently to an ever-changing world.

Nick PitalugaManaging Director
Gibraltar International Trust Corporation Limited

I have been working with Viewpoint for a number of years and the experience has always been very positive. The representatives always find a way to address our requirements efficiently.The system is also very reliable and has made our processes much more efficient.

Anita MirasoleHead - Trusts & Corporate Services
GVZH Trustees Ltd

Viewpoint has become an essential part of our working practices, and our Viewpoint rep is effective and responsive.

Kate BentleyManaging Director
Fiduciary Group

We have been ViewPoint customers for almost 25 years now, here in the IOM and throughout our worldwide network of offices. We were a pilot site for Document Manager and now wonder how we managed without it.

Diane DentithManaging Director
Sovereign Trust (IOM) Limited