enVisual360 vs. iChannel Comparison


enVisual360 enSynergy Professional Services	iChannel Conarc	+	+
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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.	About iChannel is a document collaboration software system that integrates all of your crucial business applications with our Document Management System (DMS), CRM, Workflow, and Portal. If managing projects, meeting deadlines, keeping up with compliance standards and having more work than there are hours in the day keeps you up at night, iChannel can put your mind at ease. We offer solutions to your problems at an affordable price whether you have 5 employees or 500. We will consult with you to help streamline your processes to be sure you are getting what you need out of your technology investment.
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 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.	Audience Companies of all sizes
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing £40/month/user Free Version Free Trial	Pricing $50/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 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 Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information enSynergy Professional Services United Kingdom, Europe, Australia www.myenvisual.com/envisual	Company Information Conarc Founded: 1996 United States www.conarc.com/products/
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Allvue Allvue Systems	Zapendo
WealthArc	monday.com
BITA Risk corfinancial View All	FileHold FileHold Document Management Software View All
Categories Company Secretarial Compliance Equity Management Family Office Financial CRM Investment Management Legal Document Management Trust Accounting Wealth Management Workflow Management	Categories Construction Management Content Collaboration CRM Document Collaboration Document Management Legal Document Management Real Estate CRM Workflow Management
Legal Document Management Features Access Controls Archiving & Retention Collaboration Contract Management Document Assembly Document Indexing Document Tagging Full Text Search Version Control Show More Features 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 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	Workflow Management Features Access Controls/Permissions Approval Process Control Business Process Automation Calendar Management Compliance Tracking Configurable Workflow Customizable Dashboard Document Management Forms Management Graphical Workflow Editor Mobile Access No-Code Task Management Third Party Integrations Workflow Configuration Show More Features Construction Management Features Accounting Integration Budget Tracking/Job Costing Change Orders Commercial Contract Management Contractors CRM Equipment Tracking Estimating Incident Reporting Mobile Access Offline Access Residential RFI & Submittals Subcontractor Management Timesheets Document Management Features Access Controls Archiving & Retention Collaboration Tools Compliance Tracking Document Archiving Document Assembly Document Capture Document Conversion Document Delivery Document Indexing Document Retention Electronic Signature Email Management File Recovery File Type Conversion Forms Management Full Text Search Offline Access Optical Character Recognition Print Management Version Control Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation
Integrations Microsoft Office 2021 Rightworks View All 1 Integration	Integrations Microsoft Office 2021 Rightworks View All 1 Integration
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