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
High configurable BPM based Service Request Initiation and process sharing with unparalleled direct back-office integration.
All things entity management you could imagine: Jurisdictional Details, Officers, Relations, Capital, Owners & Controllers, AEOI etc.
Unlimited Filing Types, Per Filing Status and Document Sharing.
Collect information and documents (e.g. Compliance Due Diligence) directly from clients and intermediaries for verification and automated addition to Viewpoint Connect.
Secure document sharing offering easy to use drag and drop features and automated back-office automated versioning options.
Summary and detailed per entity views of fee schedules and current outstanding service providers fees.
Auto-populated with key entity dates, workflow dates, task dates, ad-hoc user reminders, and date relevant notes.
Pre-meeting Admin, Attendance, Proxies, Document Packs.