enVisual360

Compliance solution for wealth management firms
(5 reviews)
Learn More

Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

Online Support Online Support
Phone Support Phone Support

Pricing

Pricing

Starting From

Starting From

N/A
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

Accounting Management Accounting Management
Activity Tracking Activity Tracking
Archiving & Retention Archiving & Retention
Audit Trail Audit Trail
Auditing Auditing
Authentication Authentication
Automated Billing Automated Billing
Automatic Notifications Automatic Notifications
Billing & Invoicing Billing & Invoicing
Built-In Database Built-In Database
Campaign Management Campaign Management
Charting Charting
Client Management Client Management
Client Portal Client Portal
Compliance Management Compliance Management
Content Filter Content Filter
Customer Database Customer Database
Data Capture and Transfer Data Capture and Transfer
Data Filtering Data Filtering
Document Management Document Management
Document Storage Document Storage
Document Templates Document Templates
File Management File Management
File Transfer File Transfer
General Ledger General Ledger
Lead Management Lead Management
Multi-Company Multi-Company
Receipt Management Receipt Management
Records Management Records Management
Sarbanes-Oxley Compliance Sarbanes-Oxley Compliance
Self Service Portal Self Service Portal
Task Management Task Management
Territory Management Territory Management
Timesheets Timesheets
Transaction History Transaction History
Transaction Monitoring Transaction Monitoring
Version Control Version Control
Workflow Management Workflow Management

Integrations

Integrations

LiveFile360 LiveFile360
Microsoft Outlook Microsoft Outlook