enVisual360

enVisual360

enSynergy Professional Services
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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

openmediavault is the next generation network attached storage (NAS) solution based on Debian Linux. It contains services like SSH, (S)FTP, SMB/CIFS, RSync and many more ready to use. Thanks to the modular design of the framework it can be enhanced via plugins. openmediavault is primarily designed to be used in small offices or home offices, but is not limited to those scenarios. It is a simple and easy to use out-of-the-box solution that will allow everyone to install and administrate a Network Attached Storage without deeper knowledge. openmediavault is primarily designed to be used in small offices or home offices, but is not limited to those scenarios. It is a simple and easy to use out-of-the-box solution that will allow everyone to install and administrate a Network Attached Storage without deeper knowledge.

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 looking for a powerful Operating System solution

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

Screenshots and Videos

Pricing

£40/month/user
Free Version
Free Trial

Pricing

No information available.
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

openmediavault
Germany
www.openmediavault.org

Alternatives

Alternatives

TrueNAS

TrueNAS

iXsystems
Allvue

Allvue

Allvue Systems
MoneyWare

MoneyWare

Miles Software (EbixCash)

Categories

Categories

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

Integrations

Microsoft Office 2021

Integrations

Microsoft Office 2021
Claim enVisual360 and update features and information
Claim enVisual360 and update features and information
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Claim openmediavault and update features and information