Angios

Available April 2021

Angios is a flexible workflow and automation integration software solution for trust management and reporting.

Angios provides trust compliance, asset administration and supplier payments under one platform using a combination of our Werkflo software applications. 

Angios includes specific modules that cover private trusts and managed investment schemes.

We hope you trust our software with your needs.


Fun Fact: 

Angios is the ancient word for vessel.

 

WORKFLOW
& AUTOMATION

The Angios System


Trust Compliance
Management

Centralise all your setup and management of your trust in one spot.

Document Management System

Have a single repository for your documents and collaborate on documents including check-in and check-out version controls.  

Asset Administration Management

Asset reporting dashboards at-a-glance overview of an account’s investments, asset allocations, recent distributions, upcoming distributions, review due date, account recent account notes, account alerts.

Client
Management

Unlimited users, diagrams, business analysis, formatting of text, shapes, version controls, reports, tempates, tasks, audit logs, security and permissions, dashboards with customisation based on package chosen.

Payments

You can now create, review, send your invoicing from one spot to get paid faster. Your you can direct debit or b-pay tasks, report and manage your customers in one spot.

Single Search

A search feature that allows you to search for emails, reports, files, and calendar items by typing in your query in the search box. 

Drag and drop

Instantly drag and drop a document and link it to a contact, company, category or shared project entity and it will be automatically archived – making files quickly and easily retrievable.

File Notes

Get a complete notes management solution. Track all personal and shared notes. Each note will include a time stamp and digital signature. Users can create a new note or append to an existing note.

Email Linking

Instantly see all emails that are linked to a specific contact, while you can at the same time see all emails that are incoming and outgoing.

Contact Management

A comprehensive contact management solution that tracks, manages, and automatically links specified contact information in one single spot.  

Data Import

You can import your contacts, company details, categories, projects and tasks either directly from a CSV or Excel file. 

Customised Fields

We can customise fields and tasks based on your chosen option. Some you can also do for yourself.

Reports

Grab pre-built reports spanning information on Angios. This way users can also create custom features on their reports.

Templates

Build templates in Microsoft Word and save them. Once created, you can automatically populate those fields in your template.

Advanced
permissions

You can share contacts, companies, projects and create a role-based security to control each users’ access right to add, edit, delete or share.

Dashboards

Standard and customizable dashboards based on your chosen product option that shows relevant information, such as recent sales, opportunities, or task charts. This way you can drill down to find specific user activities.

Customised workflow and automation solutions

We can automate and talk to different systems that will enhance your sales lead and management system. We do this based on time and cost. 

Customised Sync with accounting packages

You can link to MYOB or Zero accounting packages to save time and money.

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Head Office

Ground Floor 
50 Miller Street
North Sydney NSW 2060

PO Box 1948
North Sydney  NSW 2059

Copyright (c) 2021 Werkflo

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Head Office: +61 2 9994 8062
Support: +61 7 3495 0224
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