PCSec

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.

CCH Company Secretarial efficiently manage your client’s statutory requirements. A comprehensive cloud solution for managing all your company secretarial requirements. CCH Company Secretarial software make the entire company secretarial process as quick and efficient as possible – from preparing and filing confirmation statements to resignations and new appointments. Upload a company’s details directly from Companies House eliminating the need to re-key data. User access rights can be set for each individual member of staff. No restriction on the number of users. The browser-based interface and logical arrangement of functions makes it easy to add and maintain all information. Get access anywhere, anytime using desktop or mobile devices, including tablets. The secure cloud library holds signed minutes and other company documents. Any company that you form through our corporate secretary software will automatically be added to the Companies House database.