enVisual360

enVisual360

enSynergy Professional Services
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+

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About

EntityKeeper simplifies the way you manage entities, org charts, and filing and compliance requirements across your organization. Our platform enables you to easily access real-time information, customize data fields, manage critical deadlines with notifications (like filing/tax dates), and create in-depth org charts. Additionally, our Corporate Services eliminates the need to manually govern entity filings, such as forming an entity, annual reporting, corporate documents for closing and more.

About

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.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Small to mid-sized companies across many industries

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.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

£40/month/user
Free Version Not Supported
Free Trial Supported

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

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 Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

EntityKeeper
Founded: 2013
United States
www.entitykeeper.com

Company Information

enSynergy Professional Services
United Kingdom, Europe, Australia
www.myenvisual.com/envisual

Alternatives

Alternatives

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Diliforce

Diliforce

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BITA Risk

BITA Risk

corfinancial

Categories

Categories

Company Secretarial Features

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

Legal Document Management Features

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

Entity Management Features

Access Control Supported
Compliance Management Supported
Contract Management Not Supported
Corporate Structure Management Supported
Document Assembly Supported
Due Date Tracking Supported
Electronic Filing Not Supported
Electronic Signature Not Supported
Multi-Jurisdictional Supported
Ownership Tracking Supported
Records Tracking Supported
Registered Agent Services Integration Supported
Subsidiary Governance Not Supported
Task Management Supported

Risk Management Features

Alerts/Notifications Supported
Auditing Not Supported
Business Process Control Not Supported
Compliance Management Not Supported
Corrective Actions (CAPA) Not Supported
Dashboard Supported
Exceptions Management Not Supported
Internal Controls Management Not Supported
IT Risk Management Not Supported
Legal Risk Management Not Supported
Mobile Access Not Supported
Operational Risk Management Not Supported
Predictive Analytics Not Supported
Reputation Risk Management Not Supported
Response Management Not Supported
Risk Assessment Not Supported

Legal Document Management Features

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

Compliance Features

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

Financial CRM Features

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

Investment Management Features

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

Trust Accounting Features

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

Integrations

Microsoft Office 2021 Not Supported

Integrations

Microsoft Office 2021 Supported
Claim EntityKeeper and update features and information
Claim EntityKeeper and update features and information
Claim enVisual360 and update features and information
Claim enVisual360 and update features and information