World leading entity and wealth management solution

• International Statutory Management
• Practice Management
• Client and Internal Accounting
• Document and Email Management
• Workflow

Professional Entity Managers the world over

Company & Trust Managers Fiduciaries Fund Administrators Accountancy Practices Law Firms

Private Banks Family Offices PLC’s Company Secretaries MNO’s

• 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

• 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

• 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

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