ViewPoint is a leading Entity & Wealth Management solution. It is designed to cater for every aspect of the administration and management of entities including Companies, Trusts, Partnerships, Foundations & Funds. We help companies standardise how they use ViewPoint within teams and around the world. We will spend time understanding all of your customisations, document how the system should be used across an organisation and deliver hands-on training to new starters. In addition, we can provide useful refresher videos guides to sit alongside the more traditional user guides.
We can teach any process relating to ViewPoint such as:
Searching & opening Master Files
Setting up various Master Files
Adding addresses and contact details
Recent & favourite lists
Adding relations and statutory officers
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+44 1534 873785