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.

Pricing

Starting Price:
£40/month/user
Free Trial:
Free Trial available.

Integrations

API:
Yes, enVisual360 offers API access

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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

Q: What kinds of users and organization types does enVisual360 work with?
Q: What languages does enVisual360 support in their product?
Q: What kind of support options does enVisual360 offer?
Q: What other applications or services does enVisual360 integrate with?
Q: Does enVisual360 have an API?
Q: Does enVisual360 have a mobile app?
Q: What type of training does enVisual360 provide?
Q: Does enVisual360 offer a free trial?
Q: How much does enVisual360 cost?
Q: What pricing for support is available for enVisual360?
Q: What pricing for training is available for enVisual360?

enVisual360 Product Features

Company Secretarial

Company Register Not Supported
Officer Management Not Supported
Important Dates Reminders Not Supported
Document Templates Not Supported
Dividend Administration Not Supported
Multi-Company Not Supported
Shareholder Management Not Supported
Company Formation Not Supported
Archiving & Retention Not Supported
Annual Filings Not Supported

Compliance

Compliance Tracking Supported
Controls Testing Supported
Risk Management Supported
Sarbanes-Oxley Compliance Supported
Archiving & Retention Not Supported
Artificial Intelligence (AI) Not Supported
Audit Management Not Supported
Environmental Compliance Not Supported
FDA Compliance Not Supported
HIPAA Compliance Not Supported
ISO Compliance Not Supported
Incident Management Not Supported
OSHA Compliance Not Supported
Surveys & Feedback Not Supported
Version Control Not Supported
Workflow / Process Automation Not Supported

Equity Management

Financial Modeling Not Supported
Cap Table Management Not Supported
Document Storage Not Supported
Deal Management Not Supported
Private Equity Not Supported
Participant Portal Not Supported
Valuation Management Not Supported
Portfolio Management Not Supported
Vesting Management Not Supported
Options Management Not Supported
Public Equity Not Supported
ESOP Management Not Supported
VSOP Management Not Supported

Financial CRM

Account Alerts Supported
Asset Management Supported
Expense Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Team Assignments Not Supported
Territory Management Not Supported

Investment Management

Accounting Management Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Supported
Compliance Reporting Supported
Data Import / Export Supported
Fund Management Supported
Portfolio Management Supported
Benchmarking Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Risk Management Not Supported

Legal Document Management

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Supported
Version Control Supported
Document Assembly Not Supported

Trust Accounting

Accrual Accounting Supported
Activity Tracking Supported
Asset Gain & Loss Reporting Supported
Compliance Management Supported
Cross Ledger Posting Supported
Customer Statements Supported
Fee Calculation & Posting Supported
Receipt Management Supported
Tax Management Supported
Check Writing Not Supported

Workflow Management

Approval Process Control Not Supported
Forms Management Not Supported
Document Management Not Supported
Configurable Workflow Not Supported
Customizable Dashboard Not Supported
Graphical Workflow Editor Not Supported
Calendar Management Not Supported
Access Controls/Permissions Not Supported
Workflow Configuration Not Supported
Task Management Not Supported
Mobile Access Not Supported
Business Process Automation Not Supported
Compliance Tracking Not Supported
Third Party Integrations Not Supported
No-Code Not Supported