WealthWorks+ vs. enVisual360 Comparison


WealthWorks+ WealthWorks	enVisual360 enSynergy Professional Services	+	+
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About Advanced trust and corporate entity management software that looks after the administration and compliance of trusts, companies, partnerships, funds, foundations, individuals, estates and other complex wealth structures. WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth. Our flexible solution is easily customised to fit the needs of any size organisation and the cutting-edge design means the system will always stay up to date with the latest advancements so you can have confidence that your software will always be state-of-the-art. Integrated role-based dashboards and accessible export options make it faster and simpler to get out the information you need from the data you put in.	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 Businesses looking for a powerful Entity Management solution	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 View more images or videos	Screenshots and Videos View more images or 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 Not 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 WealthWorks Founded: 1995 United Kingdom thewealthworks.com/wwplus/	Company Information enSynergy Professional Services United Kingdom, Europe, Australia www.myenvisual.com/envisual
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Categories Wealth Management Supported	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
	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 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 View All 1 Integration
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