Viewpoint 8 Overview
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 looking for a general understanding of the main features and functionality of version 8 of the Viewpoint application.
This course was developed using Viewpoint version 8.0
Viewpoint 8 Overview
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 looking for a general understanding of the main features and functionality of version 8 of the Viewpoint application.
This course was developed using Viewpoint version 8.0
What this course covers
This course provides a complete overview of version 8 of the Viewpoint application. ‘Welcome to Version 8’ starts with a full introduction to Viewpoint, history of the application, and an explanation of the core components and how they function independently, as well as seamlessly integrate to provide the full solution. ‘Using Viewpoint’ focusses on need to know subject areas, such as how to navigate the application and data input methods, reporting and viewing data using Overviews and Dashboards, and personalizing your session with user options.
Course Instructor
Chris Day | Application Support & Training Manager at Vantage
Chris has over 15 years of experience in business and systems areas of corporate service providers and financial institutions based in Jersey, Channel Islands, and has 8 years of technical experience with Viewpoint. His experience covers the core modules of Viewpoint, and all aspects of technical support.
Chris is ICSA certified in Offshore Finance and Administration, and has experience in data analysis, SQL development, SSRS reporting and media production.
Course Instructor
Chris Day | Application Support & Training Manager at Vantage
Chris has over 15 years of experience in business and systems areas of corporate service providers and financial institutions based in Jersey, Channel Islands, and has 8 years of technical experience with Viewpoint. His experience covers the core modules of Viewpoint, and all aspects of technical support.
Chris is ICSA certified in Offshore Finance and Administration, and has experience in data analysis, SQL development, SSRS reporting and media production.
Accessibility
If you have a disability or a personal circumstance that will affect your learning in this course, please let us know as soon as possible so that we can discuss the best ways to meet your needs. We can discuss your requirements with your course administrator so that that suitable measures and solutions can be put in place to enhance your learning.
Email us on info@vantage.ky or contact your internal course coordinator to discuss your learning needs.