ViewPoint Training Overview with Dian Skelton

Following the announcement that ViewPoint Software Services Limited will be conducting entity administrator training sessions in August, lead trainer Dian Skelton will run through the fundamentals of these sessions in this blog.

Dian Skelton is Director at ViewPoint Software Services Limited. ViewPoint specialises in wealth and entity management solutions, these particular sessions will focus on the latter.

Section 1: Master File Maintenance

In this section Dian takes you through Master Files and how they are created and accessed. Master Files are files that contain client information so it is crucial that they are kept organised and secure at all times. Once Master Files are created they will be stored in your database and those that have recently been accessed will appear in the file list.

Section 2: Entity-Related Activities

In this section Dian takes you through everything relating to managing your entities. This section gives you the opportunity to learn how to arrange all your entity details into folders. Dian explains that this section may differ depending on the entity type and jurisdiction that the user has set. Within entity administration there are additional screens where you can enter information for the entity.

This is perhaps the largest section as it entail any and all details pertaining to entities. This may range from general entity details to more confidential details such as bank account or partner details.  

Section 3: Activities

This section focuses on how accessing all your client information can be made easier through the use of the activities folder and will help you in your daily tasks. This folder contains buttons that you can click to access relevant documentation without having to search for it manually.

Section 4: Jobs and Documents

Not only does ViewPoint help you store all your entity information, it also has features to assist in entity administration. In this section Dian will take you through some of the features that can be found in the general section of the Navigational Menu as well as the Home Toolbar.

This feature also has a ‘to do list’ that organises jobs that need completing as well as organising forms into queues. You may also wish to create Master File reminders in this section.  

Dian Skelton’s Thoughts

Dian is always keen to stress the importance of training as a form of education. She says the tools that ViewPoint Software Services Limited offer are detailed and accessible to people from all sectors who are looked for a clear and comprehensive way to manage their wealth or entities.