Entity Management

The entity management module gives you a comprehensive overview of your group companies, external parties and assets. Register, share and supervise your entities and related subsidiaries by generating organizational charts and detailed reports.

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Unique features:

  • Create detailed reports, including history and changes ready for audit
  • Generate organizational charts
  • Complete corporate overview – manage and track changes in corporate structure, Officer and Director appointments, and business registrations
  • Alerts for due dates

Contract Management

The contract management module offers a basic workflow for approving and managing contracts. With optional DocuSign integration, users can collect a signature in a matter of minutes.

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Unique features:

  • Access information anywhere, anytime
  • Unlimited contract types & reports
  • Alerts for due dates
  • Restricted access rights for users
  • Share documents with external parties
  • Optional integration with DocuSign

Claim Management

The claim management module allows you to identify, control, align and monitor all outstanding and incoming claims. The alert system ensures that you are notified of an upcoming deadline well ahead of time. 

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Unique features:

  • Online collaboration with external parties
  • Create management reports
  • Overview of deadlines
  • View all correspondence related to a claim
  • Due dates related to the appellate process
  • Assign tasks based on a specific claim

Compliance Management

Track your regulatory processes with the compliance management module and receive alerts well ahead of time, so missing a deadline is a thing of the past.

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Unique features:

  • Task calendar
  • Build custom reports and alerts
  • Policy communication
  • Historical records library
  • Regulation overview
  • Monitor workload
  • Determine compliance issues per entity

Meeting Management

Are your meeting minutes getting lost amid a sea of paper?  Use the Meeting Management module to maximize the preparation, execution and follow-up of your meetings all within a single secure platform.

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Unique features:

  • Disclose information efficiently and securely
  • Increase productivity of meetings
  • Total control of confidential information
  • Make the workflow of a meeting entirely paperless from start to finish
  • Save time by creating and copying an agenda for reuse
  • Alert system
  • Free Boardoom App