enCustody

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The management of documents and precious objects held in custody on behalf of clients is handled by our enCustody module. enCustody allows for the tracking of important documents and assets held on behalf of another party client. enCustody treats these items as "unique objects", and tracks the storage location of these objects at all times. enCustody caters for an unlimited number of user definable "custodians" (depots). Objects are deposited with, and transferred between custodians via logged transactions - which are in turn referenced against people. It is possible therefore to obtain information such as;

Objects listed by custodian
Custody location history of a specific object
All objects held by a custodian
All objects held on behalf of a specific party
Complete audit trails are also available showing all movements.

As with other enVisual modules, enCustody is a true client-server based application - it can therefore be reliably implemented across large Enterprise networks.

enCustody can be supplied as an integral module within the enVisual suite. When installed in conjunction with our Portfolio Management system, enPortfolio for example - the location of share script can be recorded directly from within the purchase or sale transaction. Thus reducing administration costs further.