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
Engage - Viewpoint Entity Governance Solutions

Service Requests

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

Engage - Viewpoint Entity Governance Solutions

Entity Details

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

Engage - Viewpoint Entity Governance Solutions

Detailed Filings

Unlimited Filing Types, Per Filing Status and Document Sharing

Engage - Viewpoint Entity Governance Solutions

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

Engage - Viewpoint Entity Governance Solutions

Document
Collaboration

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

Engage - Viewpoint Entity Governance Solutions

Fees & O/S

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

Engage - Viewpoint Entity Governance Solutions

Diary & Calendar

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

Engage - Viewpoint Entity Governance Solutions

Extensive Meeting
Management

Pre-meeting Admin, Attendance, Proxies, Document Packs

What Our Clients Have To Say