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
