enVisual360

enVisual360

enSynergy Professional Services
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About

We provide any type of share restructure, purchase and reduction of share capital to more complex procedures such as Company Restorations and Share for Share Exchanges. Our FirstOrder Secretarial system has been created to enable you to administer all your registered companies. We provide a full and comprehensive company formation service within 24 hours (usually 3-4 hours). The companies are formed electronically through our bespoke Company Formation system FIRST ORDER. We can form companies using the client's own Director and Shareholder details or by using our Nominee Director service. Readymade Companies are also available for purchase. Our Corporate Law unit provides an extensive range of post incorporation services to Solicitors and Accountants. We provide any type of share restructure, purchase and reduction of share capital to more complex procedures such as Company Restorations and Share for Share Exchanges.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses and professionals seeking a solution to administer all their registered companies

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
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

£40/month/user
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

FCLS Group
United Kingdom
www.fcls.co.uk

Company Information

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

Alternatives

PCSec

PCSec

Vistra

Alternatives

MoneyWare

MoneyWare

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Allvue

Allvue

Allvue Systems
Vectis

Vectis

Formations Direct
BITA Risk

BITA Risk

corfinancial

Categories

Categories

Company Secretarial Features

Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management

Compliance Features

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory 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

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Trust Accounting Features

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Integrations

Microsoft Office 2021

Integrations

Microsoft Office 2021
Claim FirstOrder Secretarial and update features and information
Claim FirstOrder Secretarial and update features and information
Claim enVisual360 and update features and information
Claim enVisual360 and update features and information