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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 FinBursa 360?

FinBursa is an AI-powered platform specifically designed for businesses operating in private markets, allowing small to mid-sized firms to efficiently oversee their relationships, transactions, and fundraising initiatives all from a single, unified interface, thus eliminating the necessity for traditional CRMs, spreadsheets, shared drives, and improvised data rooms. This platform provides an all-encompassing CRM feature that offers a unified view of investors, issuers, companies, and funds, while its Deal Management functionalities boast AI-driven workflows, collaborative workspaces, secure data rooms, and meticulous tracking of due diligence activities. Additionally, the Fundraising tools come with a limited partner portal, collaborative environments, and automated reporting capabilities. Every workflow is crafted to incorporate AI assistance, facilitate secure collaboration among various stakeholders, and feature a robust document management system, thereby guaranteeing a fluid user experience. Exclusively catering to institutional, qualified, and professional investors, FinBursa does not operate as a broker or advisor and intentionally avoids offering any investment guidance. It functions on a subscription basis devoid of success or transaction-related charges, positioning itself as a clear and efficient option for participants in the professional market. This innovative platform is reshaping how private market transactions are managed, ultimately enhancing operational efficiency and collaboration.

Media

Media

Integrations Supported

Microsoft Office 2021

Integrations Supported

Amazon Web Services (AWS)
Encyb
Mailgun
PandaDoc
RiskScreen

API Availability

Has API

API Availability

Has API

Pricing Information

£40/month/user
Free Trial Offered?

Pricing Information

$100/month
Premium only, from $100/month

Supported Platforms

SaaS
iPad
Windows

Supported Platforms

SaaS
Android
iPhone
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
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

FinBursa Technologies Ltd

Date Founded

2024

Company Location

United Arab Emirates

Company Website

www.finbursa.com

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

Financial CRM

Asset Management

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