Yes. Your administrators add team members, assign roles and suspend access from team management. Each role sees only the queues and actions it is allowed to use.
The challenge
Every team knows its work. Nothing gets stuck between teams.
Onboarding, compliance, operations and finance each work from their own queue in one system. Requests move from team to team in the right order, and management can see where everything stands.
How VillaTech solves it
- A work queue for each role: onboarding, compliance, activation, operations and finance
- Requests move between teams in a fixed order, never by email
- Work sent back to another team always carries a written reason
- Dashboards for management: investors, funds and pending requests
Work queues
One request. Three teams. No email.
A new investor application moves from onboarding to compliance to account activation. Each team sees only what is waiting for it, and the investor is told at every step.
- Each team works from its own queue
- Only the next team can act on the request
- The investor gets an SMS and email at each decision
Onboarding officer3 In queue
Sara Al-HarbiNew application, waiting for review
Compliance2 In queue
Sara Al-HarbiKYC approved by onboarding
Account activation1 In queue
Sara Al-HarbiApproved by compliance
Account active. Investor notified by SMS and email.
Sample data for illustration.
How work moves through your firm
Clear ownership at every step.
Set up your team
Add team members and give each one a role. Access follows the role.
Work arrives in the right queue
New applications, upgrade requests and orders go to the team responsible for them.
Hand over with a reason
A team can approve, reject or return a request. Returns and rejections need a written reason.
Keep management informed
Dashboards show investors, funds and what is still pending.
Questions
Work is assigned by role today: each request goes to the queue of the team responsible for it. Tell us how your firm divides its work, and we'll show you how to set up the roles to match.
No. It runs the investor and fund side of your firm: onboarding, compliance reviews, fund operations, money movement and reporting. Accounting, HR and payroll stay in their own systems.
See it with your own processes.
Tell us how your team works today. We'll show you how the platform handles it, in a free consultation.
Book a free consultation