Services

FIDUCIARY ADMINISTRATION SERVICES " FIDESOFT " FIDUCIARY SYSTEM
CONSULTING SERVICES TRAINING SERVICES
REAL STATE

Consulting Services

Trust Area

  • Consultancy on the design and structure of a diverse nature of Trusteeship Contracts.
  • Advice on the operative areas related to the administration of trusteeship contracts and mandates (accounting, investments, credit formalization, guarantees, cash management, etc.).
  • Revision of administrative procedures and adjustment of specific areas.
  • Legal consultancy on the implementation of operative and legal areas whose aim is to administer contracts of this nature.

Accounting and Financial Area

  • Review and adjustment of operative procedures.
  • Analysis of the whole financial structure.
  • Analysis of the financial costs and operatives structure.
  • Cash flow structuring, determining request of resources
  • Review accounting procedures
  • Internal control procedures Review.
  • Financing procedures for development projects.

Administrative and Planning Area

  • Revision and adjustment proposals of the organizational structure, based on the current needs of the entity.
  • Determination of staff qualifications needed.
  • Revision of administrative procedures and policies, regarding human and material resources and the overall organization.
  • Recommendation on structuring and planning the organization based on their objectives

Products, Services and Marketing Area

  • Preparation of a manual with the services and products that the entity offers.
  • Revision of the actual products and services' operating capacities.
  • Recommendations for structuring new products
  • Target market perception: study and analysis of the competence
  • Studies on market perception and competition analysis.
  • Determination of the clients' profile and recommendations on the market that should be developed.
  • Re-launching of products and services.
  • Determination of goals, their market introduction and development strategies.
  • Identification of business and marketing niches, for the channeling of new investments (national and international).
  • Structuring of a marketing plan for the whole organization.
  • Visitation of clients and presentation of initial proposals.
  • Design of the proposals that to be presented to the clients.

Project and Acquisition of New Business Area

  • Qualitative and quantitative evaluation of the projects that are in operation.
  • Studies of the technical and financial viability and feasibility of potential projects.
  • Evaluation of the managerial capacity to take on new business.
  • Determination of the company's requirements and the expected results, if it were to participate on some specific projects.

Real Estate Area

  • Evaluation of the real estate and property investment options.
  • Consultancy on the acquisition, selling and renting of real estate.
  • Temporary or permanent management of real estate in Costa Rica through Trust Contracts and Mandates.
  • Administration of Investment Projects, such as: residential and tourist development among others.

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