MCS's offshore software solutions are designed to cater for every aspect of the administration and management of entities including companies, trusts, partnerships, foundations and funds.
MCS partner with ViewPoint, a fully integrated entity and wealth management solution used by over 5,000 users in over 40 jurisdictions throughout the offshore world.
ViewPoint offers entity and wealth management providers a comprehensive range of functionalities designed to help optimise their internal and client facing operations. Below are some examples of how ViewPoint can be of benefit.
ViewPoint provides not only detailed entity and client relationship views / reporting but also global relationship views for any individual, entity or third party in the system, thus promoting accurate management information to facilitate better client servicing and more informed decision making.
Transaction & Workflow Management
The definable and auditable workflow capabilities enable processes to be defined using pre-approved and risk assessed steps. These defined workflows not only mitigate operational risks they provide management and users with both high level and detailed views of both current and future workloads in order to provide accuracy to scheduling, and, ultimately, more timely client servicing.
Management & Control
Complementing the Transaction and Workflow Management capabilities, ViewPoint offers a range of security and audit trail features to define exactly which users can access what records and the features they can use for each record.
So as to efficiently and accurately generate letters and emails ViewPoint provides a centralised repository for all past and present addresses and contact details of every person, intermediary, third party and managed entity. There is also a range of parameterised and report friendly tools to record the details of every client contact and / or meeting.
Compliance & Risk Management
In addition to capturing static client due diligence data, ViewPoint also provides a variety of tools, such as definable workflows, standardised document outputs and customisable configuration to help simplify and clarify compliance and risk management operations.
entity & wealth management solutions.
Utilising an intuitive template approach to documentation output, ViewPoint aids both users and the organisation. By having a single, easy to use interface for document production that efficiently guides users through output selection and production processes, ensuring that the organisation as a whole delivers consistent, quality controlled and accurate document outputs.
Record creation, service configuration, WIP management, batch invoicing, document templates, straight through journals – are all examples of features within ViewPoint help service providers to streamline their internal processes by promoting automation, standardisation, consistency and accuracy, thereby maximising operational efficiency.
From document and email generation to secure parameterised document storage, integrated safe custody and archiving, ViewPoint offers a comprehensive yet simple, easy to use and effective holistic solution to every aspect of document management.
Whether it be ‘board pack preparation’, meeting notice distribution by email, post meeting minute production or follow-up action scheduling, ViewPoint delivers completeness in all aspects of the meeting management lifecycle.