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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 Bravura Sonata?

Step into the future of wealth management with Sonata Bravura, an exceptional solution that combines state-of-the-art technology with a proven history of international success to enhance your financial oversight. As a leading platform, Sonata provides a cohesive method for overseeing a diverse range of wealth management products all in a single interface. Its highly flexible and scalable architecture guarantees that it meets both your current and future business needs, offering a comprehensive, client-centric solution that streamlines product management, encourages innovation and regulatory adherence, and improves the overall user experience. By adopting this unified system, your organization can create a progressive platform aimed at boosting client satisfaction and fostering growth. With a legacy spanning over thirty years, Bravura’s Sonata platform is recognized as the most extensive and feature-rich wealth management software available, empowering you with essential tools to navigate a constantly evolving market. This dynamic solution not only simplifies the complexities of wealth management but also strategically positions your business to capitalize on emerging opportunities and secure enduring success. In an increasingly competitive landscape, embracing such innovative technology will be crucial for sustained growth and client loyalty.

Media

Media

Integrations Supported

Microsoft Office 2021

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

£40/month/user
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
iPad
Windows

Supported Platforms

SaaS

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
Webinars
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

Bravura Solutions

Company Location

Australia

Company Website

www.bravurasolutions.com/service/sonata/

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

Wealth Management

Not specified

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