enVisual360

enVisual360

enSynergy Professional Services
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About

The cutting-edge wealth tech platform creates access to valuable industry resources and industry-leading capabilities. Advice, execution, monitoring, and reporting that truly sets you apart. Completely digitize your practice and get the tools that enable you to focus on your clients. Increase the share-of-wallet of clients by offering them access to investments in global stocks and ETFs. Share the success of your favorite global brands, unlocking opportunities for you through portfolio diversification. 53% of individual wealth in India is in the form of fixed deposits and savings. Investors look for a safe place to park funds, in a name they trust. Increase your wallet share by offering corporate FDs from one of the most respected brands in India. Address the growing need of clients to access the stock market. Unique baskets of Indian equities for your clients are executed seamlessly. Take care of your clients’ needs beyond investments.

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 Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android 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

Wealth managers and advisors in need of a solution to improve the execution, monitoring, and reporting of investment operations

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

Free
Free Version 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 Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Fintso
India
www.fintso.com

Company Information

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

Alternatives

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
Allvue

Allvue

Allvue Systems
BITA Risk

BITA Risk

corfinancial

Categories

Wealth Management Supported

Categories

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

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

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 Fintso and update features and information
Claim Fintso and update features and information
Claim enVisual360 and update features and information
Claim enVisual360 and update features and information