DeMaSy Functionalities - Administration and Document Management
Administration - Relations - Agenda - CRM
- Dynamic management of all type of relations (Ultimate Beneficial owner, Shareholrders, Directors, …)
- Relations workflows
- Strong rights and access controls
Documents Management (EDM)
- Electronic Document Management System (Word/Excel/PDF/Outlook …)
- Dynamic links with Outlook
- Document archiving
- Merging information from database to documents
- Creation of e-mails from documents
- Saving e-mails with attachements
- Direct e-mailing from reports selection
- Strong rights and access control
Shareholders Register
- Shareholders data and register
- Subscriptions/Redemptions confirmations
- Portfolio statements
- Shareholders' transactions confirmation
Company Legal Events
- Drafts of shareholders’ meetings minutes
- Official publication tracker
- Recurrent duties follow up
Legal Holidays
- Accrual of legal holidays
- Extraordinary holidays
- Taken holidays
- Holidays balances brought forward
Documents Filing and Archiving
- Alpha-numerical fling
- Artchiving location tracking
- Multiple searching criteria
Compliance
- Details and data management
- File content management (exception list)
- Customizable intergrated KYC
- Sanction lists and PEP checker (EEC / US Treasury / UN) + World check
- Beneficial owners