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What is enVisual360?

enVisual360 is an innovative wealth management suite that operates on a modular basis, allowing users to license only the modules they need at any given time. This flexibility makes it possible to tailor the suite to align with your business’s size and financial constraints, ensuring both scalability and cost-effectiveness. Users can expect immediate enhancements in productivity and returns on investment, as the system is crafted specifically for wealth management firms and is ready for immediate deployment. Unlike many alternatives, enVisual360 minimizes the need for costly customizations and consultancy services during implementation. Designed by professionals in wealth management, this system prioritizes efficiency while significantly reducing client administration costs, particularly in light of growing compliance demands. Its user-friendly interface, coupled with straightforward data import and export features, further boosts productivity. Additionally, enVisual360 provides a suite of fully integrated core modules that are not only affordable but also easy to implement, making it an optimal choice for firms looking to streamline their operations. With its unique design, enVisual360 stands out as a practical solution in a competitive market.

What is Aleta?

Aleta is an advanced wealth management platform specifically designed for family offices, financial advisors, and wealth managers, effectively consolidating data from multiple custodians, asset types—such as private equity and real estate—and various currencies into an intuitive dashboard. By leveraging AI-powered analytics, interactive visualizations, and comprehensive transaction analysis, it boasts more than 100 banking integrations and over 15 years of experience in providing insightful reporting. The system simplifies the management of private-equity statements, making it easier to incorporate alternative assets into investment strategies. Furthermore, it includes ESG and impact metrics alongside traditional financial performance to encourage sustainable wealth management practices. Aleta has received accolades for its outstanding reporting and features a contemporary cloud-native architecture, a mobile app for easy access, and customizable white-label solutions, all built on a Microsoft infrastructure. To protect client data, Aleta implements robust security protocols, including SOC 2 certification, multi-factor authentication, and encryption, ensuring both safety and integrity. Its dedication to innovation and superior user experience cements Aleta's status as a leading option in the wealth management industry. With a focus on enhancing wealth management for future generations, Aleta is not just a service but a partner in achieving financial success.

Media

Media

Integrations Supported

Microsoft Office 2021

Integrations Supported

Microsoft 365

API Availability

Has API

API Availability

Pricing Information

£40/month/user
Free Trial Offered?

Pricing Information

Free
Free Version

Supported Platforms

SaaS
iPad
Windows

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

enSynergy Professional Services

Company Location

United Kingdom, Europe, Australia

Company Website

www.myenvisual.com/envisual

Company Facts

Organization Name

Aleta

Date Founded

2006

Company Location

United States

Company Website

aleta.io

Categories and Features

Company Secretarial

Not specified

Compliance

Compliance Tracking
Controls Testing
Risk Management
Sarbanes-Oxley Compliance

Equity Management

Not specified

Family Office

Not specified

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Lead Management
Marketing Management
Relationship Tracking

Investment Management

Accounting Management
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
Fund Management
Portfolio Management

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Indexing
Document Tagging
Full Text Search
Version Control

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Wealth Management

Not specified

Workflow Management

Not specified

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

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