ViewPoint Modules
Entity Administrator
Focused on meeting the statutory, relationship management and the document needs of professionals in and or associated with the entity management industry, the Entity Administrator module enables workers to maintain statutory, compliance and relationship information on entities such as companies, trusts, partnerships, foundations, and funds.
The ViewPoint Entity Administrator is much more than a statutory and client data repository. It is a dynamic best of breed entity management solution capable of managing an unlimited number of entities of any type from any country while driving best practice and service quality through the automated generation of correspondence, reports, statutory and regulatory filings and other business outputs
Document Manager
The easy storage and quick retrieval of documents is key to creating efficiencies for entity management professionals. The Document Manager Module supports document storage and profiling along with fully integrated scanning capabilities, task and workflow management. Archive all your documents or emails either semi-automatically or manually using supported drag and drop and send to features.
Practice Manager
Comprising three core elements, Sales Ledger, Purchase Ledger and Time & Disbursements, the Practice Manager Module fully integrates to provide a single comprehensive solution for the sales, purchasing, time charging and disbursement recovery operations for professional wealth and entity management organizations. The solution is multi-currency and supports Government fee tracking management.
Client Accounting
Client Accounting provides for the maintenance of multi-currency operational and client accounting records, financial statement preparation, reporting and valuations for an unlimited number of ledger accounts with easy transaction posting. Straight through processing from Practice Manager module simplifies the operational accounting processes and supports dual use a financial accounting and client accounting solution.
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