AcadreFormpipe Software
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Envision Investor Management SuiteEnvision Financial Systems
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Organizations in need of a solution to ensure efficient digitization of documents and records management
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Audience
Broker dealers in need of an investor management platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFormpipe Software
Sweden
www.formpipe.com/en/software/acadre/
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Company InformationEnvision Financial Systems
Founded: 1994
United States
enfs.com/envision-investor-management-suite/
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Categories |
Categories |
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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
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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
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Integrations
Cleardox
Epona365
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