Features
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AML/CDD Compliance Alert
AML/CDD Compliance AlertThis Alert in CAS 360 will instantly remind you of any key issues for each of your...
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AML/CFT and CDD Requirements
What is Customer Due Diligence?Customer Due Diligence (CDD), is the process where relevant information abo...
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Annual General Meeting and Annual Return Alerts
Manage all of your clients' Annual General Meeting and Annual Return dates (due, upcoming, overdue) with d...
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Calculate AGM / Annual Return Date
The CAS 360 AGM Calculator is easy and simple to use, to quickly calculate a company’s next AGM date, enab...
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CAS 360 Alerts
CAS 360 will revolutionise the way you work, in fact, you will wonder how you ever lived without it. Simpl...
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CAS 360 Conventions
CAS 360 ConventionsOne of the main objectives of CAS 360 is to enable company data to be entered as quickl...
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CAS 360's Smart Date System
The CAS 360 date input field is easy and simple to use as it allows for a number of different date variati...
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Company Labels
Labels in CAS 360 Labels are used in CAS 360 to group companies together for quick selection and reportin...
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Company Notes
DetailsUsers are able to add important information to the Company notes section within the Company Selecti...
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Company Selection Screen: Filter your columns
In CAS 360, you are able to customise the columns of your company selection screen.This improvement gives ...
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Deleting and restoring companies in CAS 360
Overview The Deactivated Companies screen gives you the ability to view which companies are contributing ...
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Freeform Documents
OverviewFreeform Documents enables CAS360 users to create and store their own custom documents and templat...
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Global Search
The Global Search allows users from any screen to search and navigate to any company, trust, contact or d...
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How to send scheduled emails in CAS 360
Overview This article will explain how you can set up and send emails generated in CAS 360 at a scheduled ...
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Quick add/edit emails and mobile phone numbers
Add Missing Emails and Mobile Phone numbersWe have added the ability for users to quickly add and edit ema...