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Solution Scope

Viewpoint is the most comprehensively featured entity governance solution available anywhere.

This enormous scope is not limited to the component range that makes up Viewpoint Connect & Engage, but is also evident in the depth and entity governance functionality available in each of the components themselves.


Because Viewpoint has been organically developed it is not (i) a mismatch of acquired software nor (ii) based on a one shoe fits all generic shell.

The Viewpoint Solutions are extremely well integrated. Going beyond sharing a record, virtually every screen in each core component integrates with many other functionalities including context sensitive workflow and direct to screen workflow and document linking.

Cloud Solution

Both Connect and Engage are Cloud enabled meaning that both can be 100% accessed and used via the Cloud.

Engage is in fact a WEB solution that provides clients, intermediaries and front office personnel with secure instant access to their data from anywhere.


Unlike other solutions in its segment, Viewpoint can be licensed as a complete suite or on a component by component basis with any mix of components.

Pick the functionality required, then simply choose the best appropriate licensing model to best suit your needs and budget – SaaS, Subscription or Perpetual models are each available.


Globally, Software as a Service or SaaS solutions via the Cloud is are becoming the licensing model of choice.

At Viewpoint we offer great SaaS flexibility by allowing clients to pick SaaS services they want and those that they will do themselves. There are many options including a simple host only service or a comprehensive hosting, upgrade and system configuration package that suits best.

Out of the Box

All Viewpoint solutions are supplied configured ‘out of the box’; there are no hidden surprises or costs. The solutions vanilla configuration is based on our consultants 25 years of experience.

That said if you want to customise the solutions to meet specific needs the scope of customisations is enormous. Plus, as the system configuration and customisation features are designed for non-technical users, it is easy to configure too.