enVisual360

enVisual360

enSynergy Professional Services
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About

Our modular architecture and unified API provides all the building blocks to assemble, test and deploy your digital wealth products at pace. We provide scale benefits and resiliency to firms of any size, with integrations that open new distribution channels. We reduce the costs of service, change management and maintenance, leaving more money to be spent on client acquisition. We help you cater to the evolving needs of a multi-generational clientbook, through product expansion and omni-channel servicing. We plan to offer an extensive feature set coupled with pre-built integration to a market place of specialist service providers, allowing wealth managers to do more things on a single platform.

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

Companies wanting a Wealth Management platform built to accelerate digital adoption and innovation

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

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

API

Offers API 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 Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

WealthOS
Founded: 2019
United Kingdom
wealthos.cloud/

Company Information

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

Alternatives

Alternatives

WealthMapper

WealthMapper

tietoevry
MoneyWare

MoneyWare

Miles Software (EbixCash)
Apex AscendOS

Apex AscendOS

Apex Fintech Solutions
Allvue

Allvue

Allvue Systems
PriceMetrix

PriceMetrix

McKinsey & Company
BITA Risk

BITA Risk

corfinancial

Categories

Unified APIs Supported
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 WealthOS and update features and information
Claim WealthOS and update features and information
Claim enVisual360 and update features and information
Claim enVisual360 and update features and information