Acadre

Acadre

Formpipe Software
Envision Investor Management Suite

Envision Investor Management Suite

Envision Financial Systems
+
+

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About

To ensure efficient digitization of documents and records management within your organization, you need to have complete control of correct record-keeping and data management. With Acadre, we provide efficient digitization, correct record-keeping and control of your data. All of this will enable you to reap the digital benefits of EDRM workflows and send data throughout your organization, to other systems, organizations and private individuals, with peace of mind every single time. Acadre is fully compliant with common, public framework architecture. Acadre is intuitive and user-friendly by making it natural for the user to create cases and documents correctly. Acadre is easily and flexibly adaptable to the needs of each organization. Acadre provides a flexible, modern and modular EDRM system based on twenty years of expertise and close cooperation with our customers to address their specific needs and requirements for an EDRM system.

About

Built atop the core record-keeping system that powers most everything we do, the Envision Investor Management Suite is a flexible, modular set of tools to handle just about any operating challenges a pooled investment vehicle can throw at it. Reduces cost & complexity with an open design and SaaS implementation. Consolidates multiple systems in a modular structure that’s easy to customize. Enables staff to answer questions across accounts from a single screen. Increases back-office productivity with user-friendly interfaces. Provides real-time data integration—no waiting for batch processing.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations in need of a solution to ensure efficient digitization of documents and records management

Audience

Broker dealers in need of an investor management platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Formpipe Software
Sweden
www.formpipe.com/en/software/acadre/

Company Information

Envision Financial Systems
Founded: 1994
United States
enfs.com/envision-investor-management-suite/

Alternatives

Alternatives

Apex AscendOS

Apex AscendOS

Apex Fintech Solutions
Seclore EDRM

Seclore EDRM

Seclore
XENTIS

XENTIS

Profidata Group
RecFind

RecFind

Knowledgeone

Categories

Categories

Content Management Features

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Investment Management Features

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

Integrations

Cleardox
Epona365

Integrations

Cleardox
Epona365
Claim Acadre and update features and information
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