Future Focus Report 2024. Can you trust your data?
Data quality now tops the agenda in corporate, trust and fund services in 2024.
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Integrated Solution

Viewpoint is redefining what entity governance solutions need to deliver, enabling entity managers to optimise their data, processes, teams and client servicing to achieve unrivalled effectiveness.

Connect is available as either an on-premise or Cloud solution. It comprises of eight highly integrated components which can be implemented individually or, for maximum benefit, as a single unified solution that offers unparalleled scope and depth functionally.

Engage is a web application that expands the scope of viewpoint exponentially! This secure, highly featured solution, seamlessly integrates with Viewpoint Connect to provide a client, intermediary and front office servicing portal that is without peer comparison.

Features include entity statutory information, extensive document collaboration, meeting management, debtor information, online purchasing, timesheet entry, out of pocket expenses management plus entity dashboards and user action based calendars.

However, the unique, stand-out feature is the Service Request functionality. Preconfigured service requests are available for users to request for any action to be performed by the back-office. Extensively integrated into the powerful Viewpoint BPM functionality, the requests are dynamically variable to meet the most exacting needs of any client.

Entity Details

Service Requests

Meeting Management

Detailed Filings

Diary & Calendar

Document Collaboration

Fees & O/S

Verified Data Input

Solution Architecture

Viewpoint Connect and Engage integrate to deliver the world’s premier and most comprehensively featured entity governance and compliance solution.