Audience
Forward thinking wealth management firms, including Family Offices, Private Banks, Trust and Corporate services firms, Accountancy and Legal firms looking to improve customer services and increase productivity.
About enVisual360
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.
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Pricing
Starting Price:
£40/month/user
Free Trial:
Free Trial available.
Company Information
enSynergy Professional Services
United Kingdom, Europe, Australia
www.myenvisual.com/envisual
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Product Details
Platforms Supported
Cloud
Windows
iPad
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online
enVisual360 Frequently Asked Questions
enVisual360 Product Features
Compliance
Compliance Tracking
Controls Testing
Risk Management
Sarbanes-Oxley Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Lead Management
Marketing Management
Relationship Tracking
Household Tracking
Influence Tracking
Team Assignments
Territory Management
Investment Management
Accounting Management
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
Fund Management
Portfolio Management
Benchmarking
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Risk Management
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Indexing
Document Tagging
Full Text Search
Version Control
Document Assembly
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management
Check Writing