{"id":9850,"date":"2020-08-10T13:29:05","date_gmt":"2020-08-10T12:29:05","guid":{"rendered":"http:\/\/help.sdna.lu\/?page_id=9850"},"modified":"2026-06-12T11:38:12","modified_gmt":"2026-06-12T10:38:12","slug":"administration-and-documents-management","status":"publish","type":"page","link":"https:\/\/sdna.lu\/?page_id=9850","title":{"rendered":"Administration and Documents Management"},"content":{"rendered":"\n<div class=\"et-l et-l--post\">\n\t\t\t<div class=\"et_builder_inner_content et_pb_gutters3\"><div class=\"et_pb_section et_pb_section_0 et_pb_with_background et_section_regular\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_row et_pb_row_0\">\n\t\t\t\t<div class=\"et_pb_column et_pb_column_4_4 et_pb_column_0  et_pb_css_mix_blend_mode_passthrough et-last-child\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module et_pb_text et_pb_text_0  et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\">\n\n\n\n<h1 class=\"wp-block-heading\"><a href=\"https:\/\/www.sdna.lu\/demasy-software\/demasy-a-concept-based-on-modularity\">Administration<\/a> and documents management<\/h1>\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><u>CRM \u2013 Administration \u2013 Relations<\/u><\/p>\n\n\n\n\n\n\n<ul class=\"wp-block-list\">\n\n<li>Dynamic management of all type of relations (Ultimate Beneficial owner, Shareholders,\u00a0Directors, \u2026)<\/li>\n\n\n\n<li>Relations workflows<\/li>\n\n\n\n<li>Strong rights and access controls<\/li>\n\n\n\n<li>UBO tracker<\/li>\n\n\n<\/ul>\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><u>EDM \u2013 <\/u>Electronic Document Management<\/p>\n\n\n\n\n\n\n<ul class=\"wp-block-list\">\n\n<li>Stores, indexes and manages all types of documents (Word \/ Excel \/ PDF \/ Outlook \u2026)<\/li>\n\n\n\n<li>Dynamic links with Outlook<\/li>\n\n\n\n<li>Document archiving<\/li>\n\n\n\n<li>Merging information from database to documents<\/li>\n\n\n\n<li>Creation of e-mails from documents<\/li>\n\n\n\n<li>Saving e-mails with attachments<\/li>\n\n\n\n<li>Direct e-mailing from reports selection<\/li>\n\n\n\n<li>Strong rights and access control<\/li>\n\n\n<\/ul>\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><u>Shareholders\u2019 register (for all type of companies)<\/u><\/p>\n\n\n\n\n\n\n<ul class=\"wp-block-list\">\n\n<li>Shareholders\u2019 data and register<\/li>\n\n\n\n<li>Subscriptions\/Redemptions confirmations<\/li>\n\n\n\n<li>Portfolio statements<\/li>\n\n\n\n<li>Shareholders\u2019 transactions confirmation<\/li>\n\n\n<\/ul>\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><u>Legal events<\/u><\/p>\n\n\n\n\n\n\n<ul class=\"wp-block-list\">\n\n<li>Drafts of shareholders\u2019 meetings minutes<\/li>\n\n\n\n<li>Official publication tracker<\/li>\n\n\n\n<li>Recurrent duties follow up<\/li>\n\n\n<\/ul>\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><u>Documents filing and archiving<\/u><\/p>\n\n\n\n\n\n\n<ul class=\"wp-block-list\">\n\n<li>Alpha-numerical fling<\/li>\n\n\n\n<li>Archiving location tracking<\/li>\n\n\n\n<li>Multiple searching criteria<\/li>\n\n\n<\/ul>\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><u>Compliance<\/u><\/p>\n\n\n\n\n\n\n<ul class=\"wp-block-list\">\n\n<li>Details and data management<\/li>\n\n\n\n<li>File content management (exception list)<\/li>\n\n\n\n<li>Customizable integrated KYC\u00a0<\/li>\n\n\n\n<li>KYT with 4 eyes<\/li>\n\n\n\n<li>Sanction lists and PEP checker (EEC \/ US Treasury \/ UN) + World check<\/li>\n\n\n<\/ul>\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\">Beneficial owners tracker<\/p>\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\">\u00a0<\/p>\n\n\n\n<\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\t\t<\/div>\n\t<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Administration and documents management CRM \u2013 Administration \u2013 Relations EDM \u2013 Electronic Document Management Shareholders\u2019 register (for all type of companies) Legal events Documents filing and archiving Compliance Beneficial owners tracker \u00a0<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-9850","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/sdna.lu\/index.php?rest_route=\/wp\/v2\/pages\/9850","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sdna.lu\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/sdna.lu\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/sdna.lu\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/sdna.lu\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=9850"}],"version-history":[{"count":7,"href":"https:\/\/sdna.lu\/index.php?rest_route=\/wp\/v2\/pages\/9850\/revisions"}],"predecessor-version":[{"id":13027,"href":"https:\/\/sdna.lu\/index.php?rest_route=\/wp\/v2\/pages\/9850\/revisions\/13027"}],"wp:attachment":[{"href":"https:\/\/sdna.lu\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=9850"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}