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.

Overview

  • 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.

Features

Company Profiles

  • 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.
  • Organigram

Bank Accounts Management

  • Record bank statements.
  • Multiple accounts.
  • Transaction monitoring.

Compliance

  • Trace required paperwork.
  • Generate automatic reminders.
  • KYC - Risk Management.

Declaration Profiles

  • Define and trace the client’s declaration profile.
  • Automatically generate and plan tasks following the profiles.
  • Launch reminders in order to meet deadlines.

Business Opportunities

  • Trace commercial activities using business opportunities.
  • Advanced win & loss statistic.

Project Management

  • Define and trace activities for clients and proposals.
  • Manage resources and teams.

Task Management

  • Real time tasking.
  • Task management dashboard.
  • Assign tasks to resources and backups.

Time Management

  • Record activities using timesheets.
  • Start / Stop client timers.

Invoicing

  • Generate invoices from timesheets.
  • Generated invoices issued from subscriptions.

Document Management

  • Scan and link documents.
  • Automatic documents analysis.
  • Link actual declaration with tasking.

Connectivity

  • BOB50 and other accounting applications.
  • eFiscalease.
  • CDDS, KYCTech, KYC3, BLOOMBERG.