Our team has worked with ViewPoint exclusively for over 20 years and in that time we have helped many different types of organisations with their entity management requirements in the Americas and Caribbean region.
Despite sector diversity, all of our clients have at least one commonality. They are all entity management professionals.
Leading Global Management Solution
Viewpoint is redefining entity governance solutions, enabling entity managers to optimise their data, processes, teams and client servicing to achieve unrivalled effectiveness.
Viewpoint Connect has been is the core of the solution for 25+ years. 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.
Connect is a flexible solution that can be deployed either on-premises or in the cloud. It consists of eight integrated components that can be implemented separately or combined for maximum functionality.
This solution is available in 47 countries across Europe, the Americas, and Asia and is used by over 15,000 users in more than 500 organizations.
- Entity Administration
- Statutory & Regulatory
- Practice Management
- Reporting & Insights
- Data Governance
- Document Management
- Business Process Management
Our primary solution for entity management is ViewPoint Connect.
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.
We bring our functional expertise and personal approach to tackle these pressures from multiple directions.
Compliance | AEOI/FATCA/CRS | Beneficial Ownership Reporting | Regulatory Reporting | AML | Government Agency Reconciliation
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 to 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
With Data Guardian, we help organisations with data governance initiatives by deploying tools and solutions that restore control of your data, improves data quality and reduces risk in your business.
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