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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 Prospero Suite?

Prospero, developed by FINARTIS (previously known as S.A.G.E.), provides an extensive array of solutions designed explicitly for the financial services sector, focusing particularly on family offices and independent asset management. In addition to wealth management, the suite encompasses fund administration and asset management services. This all-encompassing solution addresses every facet of transactional, financial, processing, and reporting needs across the financial industry, effectively bridging the gaps between front-office, middle-office, and back-office operations. By integrating these various functionalities, Prospero ensures a seamless and efficient workflow for financial institutions.

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

$1760/month/user
FINARTIS offers the following 2 licensing options for its systems:
• One-time perpetual license Purchase with yearly maintenance and support contract.
With this option, the system can be installed at your premises and managed by your team. Alternatively, the purchased system can be hosted by us for an additional fee.
• A SaaS (Software as a Service) option includes all the software (Prospero, database, operating system…), infrastructure (servers, network, firewalls and backup capacity) as well as maintenance and support services to run the system and keep it up-to-date for a monthly fee.
Free Trial Offered?

Supported Platforms

SaaS
iPad
Windows

Supported Platforms

SaaS
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
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

FINARTIS

Date Founded

1986

Company Location

Switzerland

Company Website

www.finartis.com/iam-family-office/

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

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Wealth Management

Not specified

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