Inform DirectAnglia Registrars
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enVisual360enSynergy Professional Services
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Related Products
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About
Inform Direct obtains the latest position from Companies House and presents it in an easy to understand way. In most cases, you’ll be able just to confirm that the company information shown on screen is correct and your confirmation statement will be automatically compiled and submitted online to Companies House. If you need to make changes, you can easily update records in the simple confirmation statement wizard. And if you’ve used Inform Direct for a while, any changes you’ve made during the year that need to be reported will be automatically included – there’s no need for you to enter any information again. Use our simple Confirmation Statement wizard any time, anywhere. Your company details are automatically imported, removing the need for manual data entry. Complete your Confirmation Statement for just £10 + VAT.
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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.
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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
Individuals searching for a platform that helps complete their annual confirmation statement online
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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.
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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
£40/month/user
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 InformationAnglia Registrars
Founded: 2012
United Kingdom
www.informdirect.co.uk/features/confirmation-statements/
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Company InformationenSynergy Professional Services
United Kingdom, Europe, Australia
www.myenvisual.com/envisual
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Categories |
Categories |
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Company Secretarial Features
Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management
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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
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Integrations
Microsoft Office 2021
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