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The Safe Custody Register is a database designed to manage, locate and track all securities, documents, deeds and Wills for professionals (ie lawyers, accounting firms, securities dealers, public companies and banks). The system has a full management and audit trail (history) for any document entered. Documents can be cross referenced and held at any location. Full security and reporting functions are set up with supervisor control and password protection. The program can accomodate intensive data storage demands of corporations whilst being sufficiently open to small professional practices to be a friendly and useful tool. Designed as a packet management system, Wills, Titles, etc, are referenced to a packet number and pages generated for release and inclusion. The audit trail and history ensure any document will always be found whether held or released. Reports can be generated historically for trust audit compliance. Clients can be 'imported' from existing databases too. Corporate users will be licensed by agreement depending on size and user numbers. The Safe Custody Register provides the following features and functionality: |
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