Viewpoint – Entity Governance & Compliance Solutions
We are proud to be partner with ViewPoint, the World’s Leading Entity Governance Solution.
World’s Leading Entity Governance Solution
We are successfully providing entity and wealth management solutions for more than 20 years in Switzerland and Liechtenstein. We are proud to be partner with ViewPoint, the worldwide leading entity management solution.
Viewpoint is the most comprehensively featured entity governance solution available anywhere. This enormous scope is not limited to the component range that makes up Viewpoint Connect & Engage, but is also evident in the depth and entity governance functionality available in each of the components themselves.
Viewpoint is redefining what entity governance solutions need to deliver, enabling entity managers to optimise their data, processes, teams and client servicing to achieve unrivalled effectiveness.
Our solutions and services cover the full entity management lifecycle.
Industries served
Corporate Service Providers
Trust Service Providers
Law Firms
Accountancy Firms
Fund Management / Administration Providers
Wealth Managers
Banks
Family Offices
Sovereign Wealth Funds
PLC’s & MNE’s
Key benefits
Efficiency
Productivity
Credibility
Consistency
Global network
User Acceptance
Risk Mitigation
Management & Control
Experience
Value for money
Connect & Engage
Connect is available as either an on-premise or Cloud solution.
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.
Engage is a web application that expands the scope of viewpoint exponentially! This secure, highly featured solution, seamlessly integrates with Viewpoint Connect to provide a client, intermediary and front office servicing portal that is without peer comparison.
Features include entity statutory information, extensive document collaboration, meeting management, debtor information, online purchasing, timesheet entry, out of pocket expenses management plus entity dashboards and user action based calendars.
However, the unique, stand-out feature is the Service Request functionality. Preconfigured service requests are available for users to request for any action to be performed by the back-office. Extensively integrated into the powerful Viewpoint BPM functionality, the requests are dynamically variable to meet the most exacting needs of any client.
Countries
Global clients
Users Worldwide
Services
We’re focused on the Entity and Wealth Management. As a result our support and servicing teams are very specialised and focused to ensure that they are aware of our clients’ needs in order to provide the highest possible level of services.
Whether large or small, the VIP presents a structured approach to client implementation that helps make the process as straightforward and stress free as possible, and our trained and experienced team is available to help with as much or as little as you like. Broken into 5 stages our VIP approach is simple:
- Initiation
- Discovery
- Preparation
- Implementation
- Post-implementation
ViewPoint’s consultancy services give you access to advice and guidance from highly trained professionals with excellent knowledge of our products and our clients’ businesses. It includes:
- Installation
- Data conversions
- Solution optimisation and customisation
- Product interfaces
- Training
- Q&A sessions
All the ViewPoint solutions are easy to use. That said effective user training is essential for two core reasons:
- Ensure that your users are aware of and know how to use the features within ViewPoint to optimise the system benefit for your organisation.
- Ensure that users are using ViewPoint correctly so that you know you can rely on the information and documents from ViewPoint.
Data conversions and migrations can make the implementation of a new solution such as ViewPoint significantly easier, more efficient and reduce a number of implementation risks. We adopt a standardised iterative approach to our conversion and migration processes – it’s simple:
- Feasibility Study to assess and determine the potential scope of the conversion.
- Independent Development of conversion application by ViewPoint so as to minimise user down time.
- Testing in conjunction with users to ensure conversion is accurate and complete.
- Iterative Development and Testing to tweak the conversion application.
- User Acceptance based on benefit to be achieved by additional iterative development.
We believe that providing effective, timely and value for money support to our clients is crucial in enabling us to partner with them so that they can both rely on and fully utilise the ViewPoint. All ViewPoint software licences include an annual support package, incorporating:
- Telephone technical assistance
- Email technical assistance
- Remote desktop assistance
- Interactive ressources
- Program updates
ViewPoint has a long and proven history of continually enhancing our solutions to ensure that they remain relevant and beneficial in meeting the changing needs of our clients. Our solutions are regularly technologically updated to ensure ongoing interoperability with other core business systems such as Microsoft Windows and Office. In addition to the ongoing development we also offer our clients the following development services to help them with any non-standard or specific needs they may have. What we do:
- Application/Interface Development
- Report and Output Development
Do you need more information?
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