ViewPoint is the globally leading software solution for the management and administration of entities such as companies, trusts, partnerships, foundations and funds. The product provides a complete Practice Management solution to cover the needs of professionals directly or indirectly involved with private client and entity management industries. The platform consists of multiple modules which are full integrated to provide a seamless and comprehensive offering.
The core ViewPoint Software modules are deployed either as a complete suite or on a module-by-module basis.
Entity Administrator focuses on meeting the statutory, relationship management and document needs for professional entity management. Entity Administrator enables professionals to maintain statutory, compliance and relationship information on companies, trusts, partnerships, foundations and funds. It is capable of managing an unlimited number of entities of any type from any country. Best practice and service quality is delivered by using document templates for precedents, reports, statutory filings and other business outputs.
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 the management and tracking of government fee across multiple jurisdictions.
Client Accounting provides for the maintenance of multi-currency operational and client accounting records. Other features include financial statement preparation, reporting and valuations for an unlimited number of ledger accounts with easy transaction posting. Straight through processing from the Practice Manager module to Client Accounting significantly simplifies operational accounting. Finance accounting and client accounting are also both supported.
Easy storage and quick retrieval of documents is key efficient entity management. The Document Manager module supports advanced document indexing and search but also includes integrated scanning capability and task and workflow management. Documents and emails are stored using supported standard Windows ‘drag and drop’ and ‘Send to’ functionality or the ViewPoint MS Office add-in.
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