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BENEFICIAL OWNERSHIP MANAGEMENT
Our Beneficial Ownership Manager empowers clients to effortlessly oversee their beneficial ownership tasks within trusts and companies. This feature ensures seamless compliance, transparency, and control over your beneficial ownership tasks. Elevate your practice management capabilities and stay ahead in an ever-evolving accounting industry.
COMPANY SECRETARIAL MANAGEMENT
This module has all the functionality you will need in a secretarial system, from issuing Share Certificates, transfers and allotments to buybacks. You will be able to track all activity and all information pertaining to the share register and report on it when and where needed.
TRUST ADMINISTRATION MANAGEMENT
Included in this module is a cloud-based Trust Administration Manager covering Bewind, Curatorship and Administrative Assistance trusts; you can now keep all beneficiary and trustee details readily available and up to date. In the case where a vested right needs to be recorded, this module can generate the needed certificates.
Fully integrated with our Meeting Module, all decisions will be recorded to ensure compliance.
Increase your revenue by making use of this system and keep your existing clients compliant.
You can now manage all company meetings with this easy-to-use module, select a time and date and all invitees will automatically be notified of the particulars via an SMS and/or Email. After resolutions have been documented and uploaded to SecSmart, a unique one-time password will be sent to authorise minutes electronically and simultaneously close the meeting.
Company Register Status
Security Transfer Report
View Open & Closed Meetings