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Your advantages at a glance
What PAUL360 offers you
Visualization of corporate and shareholding structures
Transparent overview of the current and historical organizational structure provides the basis for well-founded decisions and adherence to compliance guidelines.
Increased productivity through digitalization of work processes
Digital and time-saving data capture, smart collaboration of master data, documents, workflows and evaluations.
Efficient search through structured file storage
Find instead of search. Maximum data availability thanks to extensive filters and search options in the interlinked program modules.
Improving communication through digital tasks
Automatic notification of new and changed tasks. Reference options for master data and documents.
Save time with a 360° view of information and documents
Intuitive operation and seamless interlocking of the software modules minimizes response times when finding information.
Fast decision-making thanks to intelligent evaluations
Compact display of complex information from multiple data sources and monitoring of relevant parameters.
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Let us explain all the advantages and functions of the software to you in a personal online session.
Functions at a glance
Master data management with KYC functions and transparency register, document management, workflow management and task organization
Master data management with KYC functions
Intelligent recording of master data depending on requirements and legal form.
- General master data and internal responsibilities
- Shareholders, committees and functions
- Information on powers of attorney and voting rights
- Banking information and reporting

Evaluations of customer/client data
Smart representation of complex organizational structures
- Participation structures across all levels
- Current and historical data
- Extensive export and filter functions
- Functions, shareholders and capital

Document management
Intuitive file storage including extensive management tools
- File storage according to folders and metadata
- Creating cross-references between files
- Data import via drag & drop function
- Extensive search and filter functions

Task and workflow management
Optimization of corporate communication through task management
- Individual and group tasks with delegation
- Automated task workflows
- Meaningful and customizable dashboard
- Automatic notification functions

Family Office
PAUL 360 has saved us thousands of hours of work. We are now able to find our investments and documents in a matter of seconds.
Family Office