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FINANCIAL

SERVICES & FIDUCIARY

Specifically built and optimized for the financial services industry, the Xenatus Financial Management and Fiduciary Suite delights clients by providing a world class solution that alleviates all the tedious administrative work while adding new features and tools that help companies enhance their services and product offerings.

Based on Microsoft Dynamics Business Central
Staying compliant with the latest regulations
Increased
efficiency
and staff
productivity
Increased fees by providing more value added reports
Increased
customer retention
Attractive to new and sophisticated clients
Reduced administration efforts

FEATURES

  • Parametric multi level chart of account

  • General ledger

  • Multi-company

  • Multi-currency

  • Consolidation

  • Bank reconciliation

  • Cashflow management

  • Budgeting

  • Receivables & payables

  • Multi-dimensions

  • Department management

  • Sales channel management

  • Postdated cheques

  • VAT

  • Harmonized chart of accounts

  • Statutory reports

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FINANCIAL

MODULE

  • Customer statements via email

  • Automatic generation of Reminders for overdue balances

  • Track email interactions

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MAILING &

AUTO REMINDERS

  • Database scanning

  • Auto-encryption of personal data

  • Managed data-purge

  • GDPR reports

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GDPR

COMPLIANCE

  • Fiduciary entity management

  • Secretarial & entity structure reports

  • KYC & risk management

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FIDUCIARY

MANAGEMENT

  • Complete HR integrated with payroll

  • Employee management

  • Recruitment

  • Leave of absence

  • Performance & appraisal

  • Training & development

  • Positions & careers

  • Events

  • Employee expenses Management

  • Alerts & notifications

  • Employee self service portal

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HUMAN RESOURCE

MANAGEMENT

  • Register day and post-dated cheques

  • Report cheques per customer

  • Automate cheque deposits

  • Customer statement with or without post dated Cheque analysis

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CHEQUE

MANAGEMENT

  • Asset management

  • Asset maintenance

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FIXED

ASSETS

  • Payroll for various jurisdictions built in the ERP

  • Pay elements

  • Employee profiles

  • Worksheets

  • Commission calculations

  • loans

  • Governmental forms

  • Pay slips

  • Vacation & attendance management

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PAYROLL

  • Leads and contacts management

  • Opportunities management

  • Interactions management

  • Customer profiling

  • Proposals tracking

  • Complete sales transactions

  • Campaign management

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CRM

  • Manage bank accounts in any currency

  • Automate bank payments

  • Automate bank reconciliation

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BANK ACCOUNT

MANAGEMENT

  • Standard reports

  • Personalized reports

  • Localized industry reports

  • Business intelligence analytics

  • Artificial intelligence analytics

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REPORTING &

ANALYTICS

  • ERP based document management

  • Automatic follow-ups for renewals

  • OCR incoming documents

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DOCUMENT

MANAGEMENT

  • Available on premise or on the cloud

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SOLUTION

DEPLOYMENT

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