Mantaray Fiduciaries A complementary solution for Mantaray CRM dedicated to fiduciaries.
Mantaray fiduciaries is a fully operational tool to manage your business. From client company management to dashboards, it will help you to drive your company to the next level of productivity and control.
- Client Company Management and Administration
- Compliance Management
- Administration Task Management
- Business Opportunity Management
- Simplified Project Management
- Time Management
- Automatic Invoicing
- Binder Management
- Specific Dashboards
Mantaray Fiduciaries can be integrated with other components from the Mantaray range like CRM, Sales and Purchasing.
- Manage company profiles.
- Manage detailed statutory related information.
- Manage detailed bank related information.
- Manage detailed accounting related information.
- Manage detailed compliance related information.
- Assign resources in order to followup company activities.
- Shareholder's register.
Bank Accounts Management
- Record bank statements.
- Multiple accounts.
- Transaction monitoring.
- Trace required paperwork.
- Generate automatic reminders.
- KYC - Risk Management.
- Define and trace the client’s declaration profile.
- Automatically generate and plan tasks following the profiles.
- Launch reminders in order to meet deadlines.
- Trace commercial activities using business opportunities.
- Advanced win & loss statistic.
- Define and trace activities for clients and proposals.
- Manage resources and teams.
- Real time tasking.
- Task management dashboard.
- Assign tasks to resources and backups.
- Record activities using timesheets.
- Start / Stop client timers.
- Generate invoices from timesheets.
- Generated invoices issued from subscriptions.
- Scan and link documents.
- Automatic documents analysis.
- Link actual declaration with tasking.
- BOB50 and other accounting applications.
- CDDS, KYCTech, KYC3, BLOOMBERG.