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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 Kestrelbox?

Kestrelbox is a tailored wealth management CRM designed specifically for financial advisors, consolidating crucial functions such as household-focused client management, asset under management tracking, regulatory compliance assurance, and automated communications into a single platform that supports advisors in strengthening and maintaining their client relationships. This cutting-edge tool resolves a significant issue in the wealth management landscape, where advisors face the challenge of efficiently managing client households, monitoring assets under management, maintaining compliance with FINRA and SEC regulations, and ensuring smooth communication with both potential and existing clients. Unlike conventional methods that require the use of multiple disconnected tools—such as various CRM systems, compliance archiving solutions, account aggregation services, and SMS communication platforms—Kestrelbox integrates all these capabilities into one cohesive solution, emphasizing a household-centric approach that optimizes operations for financial advisors. This integration not only simplifies their workflow significantly but also empowers them to deliver outstanding service to their clients, which in turn fosters growth in their practices. Furthermore, by eliminating the need for multiple platforms, Kestrelbox allows financial advisors to focus more on building relationships rather than managing software tools.

Media

Media

No images available

Integrations Supported

Microsoft Office 2021

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

£40/month/user
Free Trial Offered?

Pricing Information

$197/month
Free Trial Offered?

Supported Platforms

SaaS
iPad
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

enSynergy Professional Services

Company Location

United Kingdom, Europe, Australia

Company Website

www.myenvisual.com/envisual

Company Facts

Organization Name

Kestrelbox

Date Founded

2026

Company Location

United States

Company Website

kestrelbox.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

Financial CRM

Not specified

Wealth Management

Not specified

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