Fiduciary in Microsoft Dynamics NAV

Fiduciary 365 for Microsoft Dynamics NAV & Business Central is an industry platform specifically built and optimized for the financial services industry.  Fiduciary 365 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.  

Customer who use the Fiduciary 365 Financial Management & Fiduciary Suite distinguish themselves in the market by:

• Increasing their efficiencies and staff productivity
• Increasing their fees by providing more value added reports
• Reducing administration efforts
• Staying compliant with the latest regulations
• Increasing customer retention
• Attracting new sophisticated clients

This training will empower the traniees with in knowledge on how to operate Fiduciary 365 in Dynamics NAV 2018 & Dynamics Business Central thru

• CRM
• Leads and Contacts management
• Easily convert Contacts to Opportunities and then to Accounts
• Track interactions and proposals
• Fiduciary Foundation
• Complete fiduciary entity management
• Secretarial & entity structure reports
• KYC & Risk Management
• Create surveys and questionnaires
• Track KYC documents and assessments across all entities
• Assign risk levels to contacts and entities
• Harmonized CoA & Master Data
• Easily control CoA standards across all managed companies
• Create single CoA master template and replicate new accounts to specific companies with the click of a button
• Manage any Master Data from a single location
• Billing
• Automate annual and periodic billing
• Track expenses and ensure they are recovered
• Bookkeeping
• General Ledger
• Full transactions option (PI, SI, CM, SO, PO)
• OCR
• Automatically record transactions in the ERP from incoming documents
• Reduce data input

Note:

1. Eligability
• Xenatus Clients under active support agreement
• Upto 2 attendees per Client
2. Language:  the class is offered in English
3. Requirements
• Attendees are requested to bring laptop for hands-on simulations
• Attendees who will participate in hands-on simulations are requested to arrive 20 minutes earlier to configure their software access