MANAGE YOUR ENTITIES & CONTACTS
Delivering services in a timely and accurate manner - whilst maintaining the highest standards - is a challenge often faced by professionals in the corporate and fiduciary services sectors, where business requires a bond of trust between client and provider.
This is where Velos Suite becomes invaluable for the smooth-running of a business. Thanks to its cutting-edge features that enable you to register and seamlessly administer any legal entity within a controlled, automated environment, your working practises benefit from its speed, quality, accuracy and reliability, thus ensuring that deliverables for your clients do too.
Name
Management
Easily handle and manage entity names, from the creation to the registration.
Complete
Corporate Register
Track
All Changes
Complete History log of all the changes that are performed
Capital Administration
Setup Capital, Transfer of shares, Allotment of shares, link shareholders with beneficiaries
Registry of Meetings
Structure Diagram
Maintain VAT, VIES and Intrastat Information
Manage Levy
Payments List
See the history and changes carried out in a company’s structure. Easily print the entire history with a single click.
Contact Position
See with which entities
a contact is linked to
BANKING ADMINISTRATION
Velos Suite removes this risk of human error and provides a security net by offering this function to maintain your client's bank account information such as signatories, incoming and outgoing transactions and credit / debit cards. Furthermore, Velos Suite can automatically generate standard instructions for payments, and also attach statements and signatures. Furthermore maintaining multiple bank accounts per client entity is also a simplified process.
Automatic Bank Payment Instructions
Manage Signatories & Signatory Rules
Maintain Incoming & Outgoing Transactions
TIME & EXPENSES
The Time and Expenses Module offers the ease of capturing nonchargeable and chargeable time; expenses or disbursements relating to client-based work thus giving Managers and Supervisors an instant overview of time and money.
Manage Different Price Lists
Record Timesheet Entries
Record Disbursements & Expenses
BILLING
Create Invoicing in Batch Mode
Manage Payments & Credit Notes
Client Statements
DOCUMENT MANAGEMENT
With Velos Suite you can manage your documents by storing the documents directly on the software as attachment or shortcut. Furthermore we can link the entity or contact with any third party document management software or with your shared windows folder structure.
GLOBAL FEATURES
Advanced searching capabilities
Centrallised document management
Setting for tasks, alerts and reminders
Field customisation
Automatic SMS and email alerts generated through the specialised communication engine
File export capabilities to excel, word, pdf, html
Data security and audit trail
Can work from multiple office locations
