Viewpoint Connect
Redefining what a professional, fully integrated entity governance & compliance solution needs to deliver.
Key features
Entity Administration
Asset under management
Filings and obligations
Automated documentation
Global Governance
Ownership
360 Management & Control
Relations Management
Meetings
Business Process Management
Document Management
Instant easy storing
Viewpoint integration
Smart searching
Task Management
Email Management
Auto-Versioning
Knowledge Sharing
Integrated Scanning
Comprehensive Security
Practice Management
Service/Matter scope
Wip & Time management
Service/Billing entities
Multi-Currency
Quality And Accuracy
Recurring/Fixed Fees
Client Fee Profiles
Processing
Finance BI
Accounting
Multi-currency
Draft entries
Journal scripts
Versatile Chart Of Accounts
Journal Quick Entry
Statement Processing
Excel Integration
Payments And Approvals
Cross Reporting
Compliance & Risk
Business Process Management
Integration
Configurable
Compliance & risks
Risk Rating
Real World Centric
Dynamic Efficiency
BAU Management
KPI Management
Service Management
Business Intelligence
Structured data
Automation
Customisation
Reporting
Usability
BPM
Summaries
Business Templates
Dashboards
MDR & AEOI
AEOI
MDR
Financial integration
Management View
eFileConnect
Reportable Persons
Automation
Indicia
Security