KoreInside vs. enVisual360 Comparison


KoreInside Kore Inc 4.2 out of 5 stars	enVisual360 enSynergy Professional Services
Learn More about KoreInside Update Features for KoreInside	Learn More about enVisual360 Update Features for enVisual360	Add To Compare	Add To Compare

KoreInside	enVisual360
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KoreInside: About KoreInside is a private capital markets infrastructure platform designed to help regulated intermediaries execute transactions in a compliant and efficient manner. The platform provides end-to-end support for processes such as clearing, settlement, disbursement, distribution, and investor management. Built for broker-dealers and other market participants, KoreInside helps organizations navigate complex securities regulations while maintaining operational efficiency. The platform connects various stakeholders, including transfer agents, banks, custodians, legal professionals, auditors, and investor relations firms within a unified ecosystem. Through its compliance-focused infrastructure, KoreInside enables private market transactions to be completed with greater transparency and trust. The solution is designed to help firms streamline operations, reduce friction, and support capital formation in private markets.	enVisual360: 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.
KoreInside: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	enVisual360: 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
KoreInside: Audience KoreInside is designed for broker-dealers, transfer agents, issuers, private market platforms, financial institutions, legal professionals, and other regulated intermediaries involved in private capital market transactions	enVisual360: 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.
KoreInside: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	enVisual360: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
KoreInside: API Offers API Not Supported	enVisual360: API Offers API Supported
KoreInside: Screenshots and Videos View more images or videos	enVisual360: Screenshots and Videos View more images or videos
KoreInside: Pricing $150 per month Free Version Supported Free Trial Supported	enVisual360: Pricing £40/month/user Free Version Not Supported Free Trial Supported
KoreInside: Reviews/Ratings Overall 4.2 / 5 ease 4.0 / 5 features 4.0 / 5 design 3.5 / 5 support 3.2 / 5 Read all reviews	enVisual360: 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
KoreInside: Pros & Cons from Real Users Pros System easy to use. I booked a call and received all the necessary support. Transfer agent, cap table management and shareholder communication in one system, it made me gain time. The platform and team helped me through my RegCF process from the beginning. I wouldn't know how to do it 100% compliantly without them. Some of the team members are friendly, although they are often difficult to reach. The concept of a fully-integrated platform is good. Our company has this platform on our website, for all our thousands of shareholders. It's completely private label to us, including all email templates. Cons Sometimes the site speed is a little bit slow. The response time when I had questions could faster. Support could improve. Investors have complained about their SLA. When we signed up in late 2021, the tech was sold as fully-functional with promises of improvements coming imminently. The improvements were significantly delayed and/or not deployed. As-is, the tech felt like MVP and was not well received by our investors. Customer service was poor. Nothing, there is nothing in the market like this for private companies anywhere.
KoreInside: Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	enVisual360: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
KoreInside: Company Information Kore Inc Founded: 2016 United States kore.inc/	enVisual360: Company Information enSynergy Professional Services United Kingdom, Europe, Australia www.myenvisual.com/envisual
KoreInside: Alternatives WealthBlock 1.0 out of 5 stars	enVisual360: Alternatives BankPoint
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KoreInside: Carta	enVisual360: WealthArc
KoreInside: Dynamo Software 4.3 out of 5 stars View All	enVisual360: BITA Risk corfinancial View All
KoreInside: Categories Board Management Supported Equity Management Supported Investment Management Supported Investor Relations Supported Stock Portfolio Management Supported Virtual Data Room Supported	enVisual360: Categories Company Secretarial Supported Compliance Supported Equity Management Supported Family Office Supported Financial CRM Supported Investment Management Supported Legal Document Management Supported Trust Accounting Supported Wealth Management Supported Workflow Management Supported
KoreInside: Equity Management Features Cap Table Management Supported Deal Management Supported Document Storage Not Supported ESOP Management Not Supported Financial Modeling Supported Options Management Supported Participant Portal Supported Portfolio Management Supported Private Equity Supported Public Equity Supported Valuation Management Supported Vesting Management Supported VSOP Management Not Supported Investment Management Features Accounting Management Not Supported Benchmarking Not Supported Bonds / Stocks Supported Client Management Supported Commodities Not Supported Compliance Reporting Supported Data Import / Export Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Not Supported Modeling & Simulation Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Not Supported Show More Features Investor Relations Features Automated Reporting Not Supported Compliance Management Supported Custom Emails / Newsletters Supported Data Centralization Not Supported Deal & Acquisition Management Supported Document Creation Not Supported Document Management Not Supported Electronic Signature Not Supported Investor CRM Supported Investor Transactions / Valuations Supported IR Website Builder Supported Virtual Data Room Features Anonymity Management Not Supported Audit Trail Not Supported Collaboration Not Supported Data Protection Not Supported Data Storage Management Not Supported Document Tagging Not Supported Due Diligence Management Supported Procurement Management Not Supported Project Management Not Supported Role-Based Permissions Not Supported Secure Preview Not Supported	enVisual360: 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 Show More Features 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 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
KoreInside: Integrations Canals Supported Microsoft Office 2021 Not Supported View All 1 Integration	enVisual360: Integrations Canals Not Supported Microsoft Office 2021 Supported View All 1 Integration
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