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.

Pricing

Price Starts At:
£40/month/user
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, enVisual360 provides an API

Screenshots and Video

Company Facts

Company Name:
enSynergy Professional Services
Company Location:
United Kingdom, Europe, Australia
Company Website:
www.myenvisual.com/envisual
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Product Details

Deployment
SaaS
Windows
iPad
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
Target Organization Types
Mid Size Business
Small Business
Enterprise
Startup
Supported Languages
English

enVisual360 Categories and Features

Trust Accounting Software

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

Legal Document Management Software

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

Investment Management Software

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

Financial CRM Software

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

Compliance Software

Compliance Tracking
Controls Testing
Risk Management
Sarbanes-Oxley Compliance