This module enables the user to manage specific or recurring tasks as well as deadlines to which they may be linked.

• The first part is related to task management. This module is integrated into the whole solution and is mainly updated by the application program. Many automatic links exist. These include:
  • Expiry date of legal documents
  • Expiry date of mandates
  • Appointments and visits to customers
  • Etc.

The user can also define his own specific or recurring tasks. For each task he may mention subordinates, projected duration of work (planning), date of recall etc.

• The second part is a powerful reporting tool. It makes it possible to consult tasks and related deadlines according to many criteria :
  • By users, groups or for any user, with protection of access
  • By entities, mandates and/or deadlines
  • By using specific time intervals (day, week, fortnight, month, quarter, half-year or year)
  • By using customized time intervals
  • Etc.

CONCEPT Family office has been developed to offer our customers optimal data protection.

To do this, the following functions are therefore available :

• All rights may be defined by user and / or group of users with hierarchical function
• Protection of access safeguarded by module and program
• Ability to define rights such as « read, write, edit, create, print, export »
• Protection to access certain functions of the program
• Ability to protect some actions by password
• Ability to manage confidential identities (through aliases) for some parties
• Ability to filter information
• Ability to prohibit any global export or global printing for confidential information