Greatsoft Assist brochure

GREATSOFT-ASSIST The Benefit of Belonging COMPANY PROFILE

greatsoftassist.co.za

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GREATSOFT-ASSIST The Benefit of Belonging

The GreatSoft Assist products & services are recognised for: •

Niche market capability.

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Uniqueness and Best of Breed.

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Electronic Execution.

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Cost-efficiency.

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Annuity revenue capability.

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Ensured confidentiality.

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Improved status and reputation.

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Exclusive, innovative, efficiency.

PROVIDING WORLD-CLASS PRODUCTS & SERVICES WHILE FOCUSING ON SAVING TIME AND GROWING REVENUES FOR THE GREATSOFT FAMILY OF CLIENTS.

Who or what is GREATSOFT-ASSIST? The GreatSoft strategic team spent most of 2014 researching and preparing for the launch of an exciting new division of GreatSoft called GreatSoft-Assist which will focus on additional value added products that we will be able to offer our clients.

We are proud to announce that GreatSoft-ASSIST has finally launched. To coin what Richard Branson advocates; GreatSoft CRM is the tree and GreatSoft-Assist becomes one of the branches/extensions to the tree.

GreatSoft- ASSIST is a provider of niche, high quality, best of breed, approved and effective products and services for our GreatSoft clients and in turn, their clients.

GreatSoft as the undisputed “Home of Practice Management Software� in the African Accounting and Auditing Sector are committed to add even more value to our clients. The collective offering of products and services are designed with the specific purpose of saving time

and growing revenue for the GreatSoft family of users.

Products and services are available through the GreatSoft Portal Platform exclusively offered to GreatSoft users and their clientele. The portal not only provides our partners with a range of GreatSoft quality approved niche products and services, but also provides businesses with the opportunity to attract new clients.

Our initial focus will be to provide products and services under the following product or service categories:

GreatSoft Data-Assist GreatSoft Invest-Assist GreatSoft Compliance-Assist GreatSoft Tax-Assist GreatSoft Fee-Assist GreatSoft-Assist Management Services (Pty) limited is registered with the Financial Services Board (Licence No 13721) as a Financial Service Provider and the National Credit Regulator (Licence No NCRCP7182) as a Credit Provider.

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GREATSOFT Data-Assist Who is DFA Solutions?

DFA is an Information Technology company, established in 2005 that provides Infrastructure Outsource, Support and Managed Services solutions to a diverse range of industries.

What is Druva?

Why InSync?

Druva inSync is an Enterprise Endpoint Data Protection & Governance solution.

They specialize in Backup, dlp (data loss prevention), File sharing and Governance.

• Enterprise-grade Security & Compliance with deep IT policy management, integration with DLP, highest encryption and access control standards, and IT visibility into all sharing activities.

• Unified Platform for backup and collaboration provides huge efficiencies in storage and bandwidth from underlying re-duplication, huge cost and time savings in IT management, and a unified client experience for end users.

• Flexible Deployment Options with both cloud and on premise deployments.

The mobile workforce is an essential part of today’s organizations, but it creates a number of challenges for IT. Unpredictable schedules, varied network connections, and data dispersion all complicate efforts to protect corporate data. Druva inSync is built to meet these needs, providing full data protection and enabling effective data governance, all while providing secure, on-demand access and collaboration for remote workers.

InSync gives end users the power to easily share files with collaborators and access those files from any device. InSync Share provides the following end user features: • Peer-to-peer Sharing of files and folders • External Link sharing to share files • Real-time Sync of shared folders across devices.

• Seamless Integration of client and Web interface.

• Automated Version Control to save of file versions.

• Activity Streams to track activities of collaborators • Desktop Notifications for shared file updates.

• Unified Client Experience across backup and file sharing.

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GREATSOFT Invest-Assist The Capital International Group of companies operates from the Isle of Man and Cape Town specializing in the provision of financial services.

These include Trading & Stockbroking, Custody & Administration, Cash & Investment Management, Investment Structuring and Fund Services.

The Group prides itself on the close working relationships with clients and the ability to deliver customized solutions. As these relationships develop, clients require a greater variety of products and services from the Group and making the transition to being a ‘trusted financial partner’, delivering a universal solution, which would be difficult to reproduce elsewhere.

Having now developed an integrated range of services the Group is attracting businesses across the globe from a diverse portfolio of client

categories. This diversity has attracted a value of assets under management and administration in excess of US$4.5 billion.

In addition to its own products and services the Group is also the approved discretionary manager for an International SIPP which extends its offering and capability beyond that of other discretionary managers. The Group also has a revolutionary investment management solution called PRISM which seeks defined returns from a master portfolio having balanced time horizons with a desired risk profile. This product can also have life cover attached if required and integrated cash management options include the Capital Liquidity Account that has been rated AAAf/S1+ by Standard & Poor’s for the last 8 consecutive years.

Capital International Limited is a member of the London Stock Exchange The regulated activities detailed herein are provided by Capital International Limited, Capital Treasury Services Limited, Capital Financial Markets Limited or Capital Fund Services Limited who are all licensed by the Isle of Man Financial Supervision Commission or CILSA Investments (PTY) Ltd who is a licenced Financial Services Provider FSP No 44894 trading as Capital International SA. All companies listed are members of the Capital International Group.

Capital International Group Registered Address: Capital House, Circular Road, Douglas, Isle of Man, IM1 1AG Capital International SA Registered Office: Office NG101A, Great Westerford, 240 Main Road, Rondebosch 7700, South Africa Standard & Poor’s Fund Ratings represent an opinion only, not a recommendation to buy or sell.

The ‘AAAf’ rating assigned signifies the extremely strong protection the three underlying portfolios of assets provide against losses from credit defaults.

The ‘S1+’ volatility rating recognises that the three underlying portfolios of assets demonstrate extremely low sensitivity to changing market conditions.

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GREATSOFT Compliance-Assist

Standards & Legal.

Obligations known. Obligations met.

The sheer number of legal and voluntary obligations most organisations have is overwhelming.

Then add to this the frequency with which these obligations change. Consider how organisations are increasingly expected to ensure sustainability and good corporate governance, while still making a satisfactory return on investment for shareholders.

Standards & Legal assists with establishing sustainability governance and management systems, ensuring that all people, at all levels, know what to do, all of the time. Our market-leading platform combines nearly 25 years of experience with forward-thinking innovation to provide a convenient, simple and trusted platform. Whether you are grappling with your organisation’s obligations in terms of environment, social and corporate governance (ESG), international management standards (such as ISO, OHSAS and FSSC) or other standards and frameworks, Standards & Legal is the right platform for you.

Peace of Mind

Optimised Team Performance

In a sea of constantly changing legal and voluntary obligations, find out what the obligations are and make sure that you meet them.

Consider us your compliance, risk and fiduciary responsibility team coach. With nearly 25 years of experience, we provide the tools, tips, technical assistance and techniques to ensure that your team achieves its full potential.

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GREATSOFT Tax-Assist GTA™ - is South Africa’s most comprehensive and professional tax insurance product offering individuals and business owner’s total peace of mind in a highly regulated environment. It is well documented and we are all aware of the fact that with the introduction of the Tax Administration Act, SARS have been given even greater powers and have therefore become more aggressive in targeting individuals and businesses, irrespective of their size. The risks are pretty high that your company could have substantial tax liabilities should SARS choose to do an audit on your business.

Managing Your Risk When considering risk management, the existence of effective internal controls, good corporate governance and the engagement of well qualified professional advisers, are all forms of invaluable risk mitigation. However, at times, insuring these risks is the most cost effective way of managing real protection against loss. It is with the above in mind that GTA in conjunction Tax Risk Underwriting Managers have created a tax insurance product to protect you the taxpayer against the risks associated with tax audits from SARS. Tax insurance is no longer a nice to have it has become mandatory.

Benefits

Target Market

• Access to a panel of tax accountants and tax lawyers to provide you with assistance • All professional fees are covered by the policy as and when SARS decides to audit you, from the point of the audit, until the matter is finally resolved.

• Full legal and accounting representation • GA in conjunction with TRU provide more cover than any other tax insurance product • Most importantly peace of mind

1. SMME’s 2. HNW Individuals 3. Trusts 4. Sole Proprietors 5. Large Businesses

GreatSoft Tax Assist has entered into an agreement with Tax Risk Underwriting Managers (Pty) Ltd, registration number 2014/086896/07 which is a juristic representative of The Hollard Insurance Company Limited, an authorized financial services provider ,and via this agreement able to offer our clients the most cost effective product available.

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GREATSOFT Fee-Assist

The purpose of establishing Fee Assist is to provide an Accounting Practice with a Fee-Funding Solution.

Fee Assist provides a monthly payment option you can offer your clients as a payment alternative for your invoiced fees. It provides your Accounting Practice with necessary Cash Flow upfront by allowing your clients to meet the terms of your invoice, without the need for a lump sum payment.

Fee Assist is a positive cash flow solution for both parties. Your Accounting Practice receives your fees upfront and your client pays in more manageable monthly installments over a period of ten months.

The process commences with you submitting clients to the service. Upon approval, after the required credit checks, you will be paid up front. Essentially, you debit your client’s nominated bank account with their first installment and then GreatSoft – Fee Assist pay you upfront, your fees in full.

Benefits to Your Firm • Offer your clients an alternative payment option.

• Improve your cash flow as well as that of your clients • Maintain good client relationships • Be seen as a solution provider and not part of the problem.

• Avoid time and aggravation on debt recovery

Benefits for Your Clients • • • • •

Avoid lump sum payments Pay your annual accounting fees monthly Maintain a healthy cash flow Engage and interact with your firm more often Maintain healthy client relationships

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GREATSOFT–ASSIST Leadership Team

Bruce Morgan CEO, GreatSoft Bruce established GreatSoft

which has grown into a world class cloud based business.

He is recognised as a CRM opinion leader. Bruce along with Norman Noland have established GreatSoft-Assist to provide even greater value to their clients by offering them best of breed products saving time and growing revenue for the GreatSoft family of users.

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Norman Noland

Paul Jones

He is a well-known entrepreneur and businessman and has held directorships in public listed entities in South Africa and Mauritius. Since starting his career 48 years ago, he has gained significant experience whilst employed in senior management positions at large South African and International Organizations.

He has extensive experience in the International Financial Services arena, Information Technology, Property, Infrastructure, Property Development and Hotels & Leisure Industry sectors.

Eighteen years ago Paul set up Kairos Connect a unique consulting practice that has been involved in strategic consulting on four different continents in twenty three countries. Paul has had a unique career, which has enabled him to offer his clients the benefit of best business practices, combined with personal coaching and mentorship. He has been involved with designing business and marketing strategies, performance management and leadership development for the past 30 years.

GREATSOFT-assist | company profile

GREATSOFT–ASSIST Product Partners

The Benefit of Belonging

Should you wish to learn more about our products and services please visit our website www.greatsoftassist.co.za or send an email to info@greatsoftassist.co.za Should you wish to speak to us call Paul Jones on 082 880 4856 00

GREATSOFT-assist | company profile