ViewPoint is a fully integrated solution consisting of multiple modules. Representing the core business areas of our clients, the individual modules can be introduced as a complete suite or on a module-by-module basis.

Entity administrator

• 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.

Practice manager

• 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.

Client accountant

• 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.

Document manager

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

Workflow

• Client definable workflows.
• Automated task assignment.
• Integrated wizard features.
• Concurrent or sequential steps.
• Intuitive logic based step assignment.

Client servicing portal

• Secure online client self service.
• Request initiation.
• Workflow integration.
• Messaging centre.
• Document sharing and collaboration.