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Introduction to ViewPoint

ViewPoint is a fully integrated solution for entity and wealth management. The software is designed to cater for every aspect of the administration and management of entities including companies, trusts, partnerships, foundations and funds.

This short course is designed for anyone who would like a general understanding of the main features and functionality of the ViewPoint application.

This course is a prerequisite for all Fundamentals courses.

Introduction to ViewPoint

ViewPoint is a fully integrated solution for entity and wealth management. The software is designed to cater for every aspect of the administration and management of entities including companies, trusts, partnerships, foundations and funds.

This short course is designed for anyone who would like a general understanding of the main features and functionality of the ViewPoint application.

What this course covers

Introduction to the ViewPoint organisation

Overview of the ViewPoint application suite

ViewPoint Security

Understanding the ViewPoint interface

Navigation and Layout

This course is a prerequisite for all Fundamentals courses.

What this course covers

Introduction to the ViewPoint organisation

Overview of the ViewPoint application suite

ViewPoint Security

Understanding the ViewPoint interface

Navigation and Layout

Course Instructor

Charles Jackson | Technical Lead at Vantage

Charles has over 13 years in financial services (UK and Cayman Islands) with 10 years of technical and consulting experience with ViewPoint. Charles’ experience covers Corporate and Trust Administration, Practice Management, Client Accounting, Compliance and AEOI.

He is an experienced Business Analyst, ICSA certified Company Secretary; Certified PRINCE2 Project Manager, SQL and C#/Node.JS Developer and Data Analyst.

Connect on LinkedIn

Course Instructor

Charles Jackson | Technical Lead at Vantage

Charles has over 13 years in financial services (UK and Cayman Islands) with 10 years of technical and consulting experience with ViewPoint. Charles’ experience covers Corporate and Trust Administration, Practice Management, Client Accounting, Compliance and AEOI.

He is an experienced Business Analyst, ICSA certified Company Secretary; Certified PRINCE2 Project Manager, SQL and C#/Node.JS Developer and Data Analyst.

Connect on LinkedIn