Vistra

What you can expect to get out of the product

The Basics

Your Central Hub for Entity and Compliance Management

Vistra Digital Dashboard Overview

Streamline onboarding of non-Vistra managed entities to establish a single source of truth and achieve a unified global entity ledger. Centralise entity management while maintaining full control of data privacy.

Non-Managed Entities Self-Serve Overview ⚛️

Easily submit, track, and collaborate on corporate service requests in real time. Stay informed with milestone updates, ongoing discussions, and secure document uploads. Service Tracker - your dedicated gateway to…

Service Tracker Overview 🗂️

Automate jurisdiction-specific compliance events, track statuses, manage deadlines, and set reminders - all from a centralised dashboard.

Compliance Tracker Overview 🔒

Effortless document management, purpose-built to unify organisational access - track, access, and manage files without friction.

Documents 2.0 Overview 📑

Create, manage, and assign natural persons to entity roles across your organisation

Individuals Overview 👤

Export entity, compliance, and service request data from Vistra Digital into Excel reports for offline review

Vistra Digital Reports Overview 📊

A centralized activity log that ensures compliance, transparency, and accountability by enabling users to monitor critical platform actions.

Audit Trail Overview 🔍

Davin Wu

Alan Schmoll

Hemanth Chezhian

Whats available on the platform in a nutshell

Overview

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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