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.

 

Company Name Management

Name
Management

Easily handle and manage entity names, from the creation to the registration.

Complete Corporate Register

Complete
Corporate Register

 

Track all changes

Track
All Changes

Complete History log of all the changes that are performed 

 
Capital Administration

Capital Administration

Setup Capital, Transfer of shares, Allotment of shares, link shareholders with beneficiaries

Registry of Meetings

Registry of Meetings

 

Structure Diagram

Structure Diagram

 

 
Maintain VAT, VIES and Intrastat Information

Maintain VAT, VIES and Intrastat Information

 

Manage Levy Payments List

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

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

Automatic Bank Payment Instructions

Manage Signatories & Signatory Rules

Manage Signatories & Signatory Rules

Maintain Incoming & Outgoing Transactions

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

Manage Different Price Lists

RECORD Timesheet Entries

Record Timesheet Entries 

Record Disbursements & Expenses

Record Disbursements & Expenses

 

 

BILLING

 
Create Invoicing in Batch Mode

Create Invoicing in Batch Mode

Manage Payments & Credit Notes 

Manage Payments & Credit Notes 

Client Statements

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

Advanced searching capabilities

Centrallised document management

Centrallised document management

Setting for tasks, alerts and reminders

Setting for tasks, alerts and reminders

 
Field customisation

Field customisation


 

Automatic SMS and email alerts generated through the specialised communication engine

Automatic SMS and email alerts generated through the specialised communication engine

File export capabilities to excel, word, pdf, html

File export capabilities to excel, word, pdf, html

 

 
Data security and audit trail

Data security and audit trail

Supports multiple office locations

Can work from multiple office locations

Multilingual content support

Multilingual content support