Functionality at a glance

Functionality at a glance

Entity database, Tasks and Diary

  • One place for recording entity information and managing relationships through CRM functions.
  • Tasks and notifications to track and manage all the actions you need to take.
  • Workflow tasks that you can repeat time after time.
  • Diary Views for workflow management.
  • Easy entity on-boarding.
  • Manage and create documents.

Comprehensive accounting functionality for managing wealth

  • Easy template based client accounting set up.
  • Comprehensive bookkeeping functionality.
  • AutoPilots for processing advanced functionality.
  • Banking Integration and automated reconciliation.
  • Price, exchange rate and investment feeds.
  • Automated FX Revaluations.
  • Integrated Investment Processing & Asset Reporting.
  • Debtor and Creditor Management.
  • Final Accounts Production.

Client administration made easy in Secretarial & Registration

  • All jurisdictions, all entity types supported.
  • Speedy template driven entity setup.
  • Role and participant recording database.
  • Registers galore - Shares, units, loans, guarantees and more.
  • Statutory filing document production.
  • Tax Exchange Information filing – e.g. FATCA.

Client Due Diligence and risk managed

  • CDD database and management processes.
  • Risk Rating recording and management.
  • Review questionnaires for risk analysis.
  • Intelligence recording.
  • Reminder and review management.

Practice Management

  • Time and Activity Recording for fee billing.
  • Service provision charge fee billing.
  • Invoice production and despatch.
  • Integration with Client and Office Accounting.
  • Debtor management.
  • Efficiency and utilisation management and reporting.

Compliance / CDD / Risk Diagram

Compliance Diagram


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