Focused on need.
Driven by outcome.


Entity Management Solutions
Corporate and Trust

Aligned by market

ViewPoint is the trusted core business solution for more than 500 organisations, represented by over 10,000 users in more than 44 countries around the world. Despite the diversity, all of our clients have at least one commonality. They are all entity management professionals.

Our team has worked with ViewPoint exclusively for nearly 18 years and in that time we have helped many different types of organisations with their entity management requirements in the Americas and Caribbean region. The following is a selection of market verticals that leverage ViewPoint software and services from Vantage.


Vantage has an unrelenting focus on providing innovative entity management solutions to entity management professionals. Whether you are seeking wealth management, entity management and compliance software or looking simply to reduce the cost and risk of doing business, we can help.

Entity Management

Our primary solution for entity management starts with the ViewPoint Entity Administrator module. With our expertise and this leading software module, we are able to deliver entity management solutions capable of maintaining a virtually limitless range and number of entities. We can help you efficiently manage a range of activities such as client information capture, entity structuring, shares registers, officer registers, relationships, banking and ongoing day to day corporate and trust administration.

Entity Management  |  Compliance  |  Document Generation  |  Detailed Share Register  |  Ownership & Structure Analysis  |  Investment & Asset Tracking  |  Meeting |  Change Management

Organisations are constantly bombarded with statutory and regulatory pressures, sometimes across multiple jurisdictions. They must react quickly to ensure that they meet these obligations. Vantage has a successful track record in helping organisations tackle these pressures head on. We do this with our broad industry knowledge and by leveraging the many features and customisation options of the ViewPoint and Data Guardian platforms.

Compliance  |  AEOI/FATCA/CRS  |  Beneficial Ownership Reporting  |  Regulatory Reporting  |  AML  |  Government Agency Crosschecks

The ViewPoint Practice Management module focuses on three essential elements of practice management: Sales Ledgers, Purchase Ledgers and Time and Disbursements. Our solutions and services help integrate this module and provide a single, comprehensive, multi-currency solution for the sales, purchase, time charging and recovery operations in business.

Simplified Invoicing  |  Recurring & Fixed Fees  | Ad-Valorem Fees  |  Matters & Projects  |  Debtor analysis & reporting  |  Settlements  |  Third party Fee Management  |  VAT/GST/Sales Tax

Through a combination of our services and the ViewPoint Client Accounting module, we offer a multi-currency solution that covers all your accounting needs. The core proposition is designed for organisations requiring efficient management of all their accounting records along with the production of reports and statements for an unlimited number of entities under management.

Accurate Journal Entry  |  Integrated sub-ledgers  |  Transaction Import & Processing |  Payment Processing  |  Trust Accounting  |   Chart of Account Templates  |  Reporting  |  Variable Posting Window

We offer a wide range of dynamic and powerful management information and reporting tools that deliver valuable insights into your business. The reporting functionality of ViewPoint combined with Data Guardian provide a fully comprehensive business intelligence engine with excellent automation capability.

Dashboards  |  Management Reports  |  Custom Reporting  |  Automated Exception Reporting  |  Compliance Reporting  |  Risk Reporting  |  Word & Excel Reporting

We can help organisations with its data governance initiatives by deploying tools and solutions that restore control of your data and improves data quality . Continuous monitoring of data and automated identification, allocation and tracking of all the relevant data issues and events enable organisations to stay on top of important governance, compliance and risk factors.

Data Monitoring  |  Data Quality Management  |  Data Event Notifications  |  Data Alerts  |  Data Cross Checks  |  Compliance and Risk Monitoring  |  Data Exception Management

We provide an excellent business continuity tool for document management that includes a wide range of features such as email recognition, optical character recognition, automated indexing, template based correspondence generation, and workflow management. It streamlines entity management by simplifying the manual aspects of document and email management.

Document Storage  |  Document Retrieval  |  Letter & Email Generation  |  Scanning  |  Optical Character Recognition  |  Document Security  |  Microsoft Office Integration

Vantage provides a range of services and tools to help you manage workflow and drive automation within your organisation. These tools have a significant positive impact on productivity and allow organisations to efficiently service their clients. We offer a variety of integrated dynamic workflow capabilities that enable organisations to design and manage their own operational workflows. We work with you to improve cost to income ratios regardless of whether you are pursuing a business development or a business defence strategy.

Workflow Generation  |  Process Simplification and Automation  |  Client Definable Steps  |  Workflow Libraries  |  Task Orientated Features 

Vantage Consulting

Technology Partners

Having worked for over 18 years in the entity management space, we believe that one of the keys to success is partnering with the right technology solution providers. Technology provides opportunities to improve business performance, manage risk and drive innovation and efficiency. Vantage has close, long-standing relationships with our technology partners and we work exclusively with ViewPoint Software on entity management and with Data Guardian on data governance.

A world-leading solution for entity management professionals and private client practitioners.

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Vantage Data Governance

A data governance solution for managing data quality, compliance and risk issues in your applications.

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