WealthOS

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.

Digitising and streamlining your processes to achieve operational efficiency that anticipates your clients’ needs. Automated and streamlined processes give private bankers and wealth managers the flexibility to tailor their services to their customers’ needs. Providing options for alternative investments (REITs, SRIs, ESG investing, private equity, philanthropy, cryptocurrencies, etc.) is key to customer retention and acquisition in a market landscape where opportunities for diversified investment services evolve quickly. The relationship between clients and wealth managers has changed profoundly as face-to-face interaction is no longer the preferred option. However, bespoke investment recommendations, based on risk profiling, life goals and preferences, remain a high-value requirement. Providing sophisticated and personalised omnichannel digital services throughout the customer lifecycle has become crucial to meeting their convenience and time-saving expectations.