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Introduction and Entity Administration

ViewPoint is a fully integrated solution for entity and wealth management. The software is designed to cater for every aspect of the administration and management of entities including companies, trusts, partnerships, foundations and funds.

This short course is designed for Conyers who would like a general understanding of the main features and functionality of the ViewPoint application.

This course was developed using ViewPoint version 7.4 and 7.5.

ViewPoint is a fully integrated solution for entity and wealth management. The software is designed to cater for every aspect of the administration and management of entities including companies, trusts, partnerships, foundations and funds.

This short course is designed for Conyers who would like a general understanding of the main features and functionality of the ViewPoint application.

What this course covers

The course follows a gradual build up, starting with an overview and introduction to Viewpoint, down to functions and key concepts of the Entity Administration component. In all sections you will see recurring elements in the videos like overviews, introductions and feature demonstrations.

What this course covers

Course Instructor

Charles Jackson | Technical Lead at Vantage

Charles has over 13 years in financial services (UK and Cayman Islands) with 10 years of technical and consulting experience with ViewPoint. Charles’ experience covers Corporate and Trust Administration, Practice Management, Client Accounting, Compliance and AEOI.

He is an experienced Business Analyst, ICSA certified Company Secretary; Certified PRINCE2 Project Manager, SQL and C#/Node.JS Developer and Data Analyst.

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