Contacts
Store and manage all the contacts your firm has interactions with, being clients, partners, or officials with full details and history.
Store and manage all the contacts your firm has interactions with, being clients, partners, or officials with full details and history.
Store, monitor, and manage daily tasks assigned to yourself or colleagues and link them with the client's project / service to ensure deadlines are never missed.
Use the automatically generated checklist of tasks per service type which may also be customized per client or service.
Manage your end-to-end corporate, compliance and entity management processes and generate important reports.
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Reduce the risk of Money Laundering and financial fraud, avoid administrative fines and stay compliant with ICPAC’s /CySEC’s guidelines.
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Build your firms online document repository for any client, being a physical person or legal entity, with full text search capabilities, custom tags and metadata.
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Manage every aspect of your time spent per project or service and easily drag time and expenses onto draft bills.
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Check whether your clients are included in PEP's, Sanctions and other international lists to identify potential risks during the onboarding process.
Learn More€19
Per user/month
Learn MoreEverything in Basic:
€29
Per user/month
Learn MoreAll features of Basic plus:
€49
Per user/month
Learn MoreAll Features for Standard plus:
Altis is offered as a service and is used online through the cloud, so there is no installation needed. Altis fees are monthly based on the number of users and modules chosen, with the starting price of 19 Euros + V.A.T.