enVisual360

Compliance solution for wealth management firms

4,8 /5 (5 reviews) Write a Review!

enVisual360 Overview

What is enVisual360?

enVisual360 is a cloud-based wealth management and CRM (customer relationship management) solution that helps small to large enterprises monitor accounting operations, streamline communications, and manage compliance across processes. It comes with a centralized dashboard, which enables users to view client data and gain insights into business operations using charts.

The enVisual360 suite offers a range of integrated modules including CRM, task management, company and trust administration, document management, accounting, investment management, enterprise billing, and more. Features of the enVisual360 suite include alerts/notifications, data capture, general ledger, transaction management, invoicing, database administration, reporting, and documentation. It provides businesses with automation tools to create self-auditing checklists using customizable templates, improving workflows across the organization.

enVisual360 enables enterprises to manage marketing campaigns, access clients’ documents, and configure system settings to enforce multi factor authentication within customer portals. The application helps users automatically capture incoming emails or attachments and sort through records for specific results. Plus, managers can utilize timesheets to monitor employee activities and track work hours across tasks.

enVisual360 Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact enSynergy Professional Services for pricing details.


enVisual360 Features

Devices
Business size
S M L
Markets
United States, Canada, Australia
Supported Languages
English

Media

enVisual360 dashboard
enVisual360 document management
enVisual360 client portal screenshot
enVisual360 video enVisual360 screenshot: enVisual360 dashboard enVisual360 screenshot: enVisual360 document management enVisual360 screenshot: enVisual360 client portal screenshot

enVisual360 Reviews

enVisual360 Reviews

Overall rating
4,8
/
5
Excellent
4

Very good
1

Average
0

Poor
0

Terrible
0

Value for Money
5
Features
4
Ease of Use
4,8
Customer Support
5
100% recommended this app
Deidre M.

Functionally rich, integrated, flexible, intuitive CRM App from a respectable & reputable...

Best Product I have seen & experienced for integrated Client, Process & Document Management in the on-shore & off-shore Financial Services Industry.
Best implementation life-cycle I have experienced.
Best on-going support & enhancement lifecycles I have experienced.
Best Vendor I have experienced in my 15 years in the IT Industry.
I have worked as an independent consultant on 3 separate EnVisual implementations (& versions) across 3 different firms in the past 10years. During that time the enSynergy team have displayed:
-a great passion for their products & services;
-a genuine partnership with their Clients; &
- a highly pro-active philosophy in acquiring & maintaining knowledge in the industries they operate in.
All of this is effectively & efficiently translated into the enhancements & synergies they build into their products & services.
I do not hesitate to recommend the enSynergy team & their products & services & I hope to work with them again soon.


Darrel J.

Our experience has been very good indeed.


Graham T.

enVisual and enSynergy Experience

Keep these guys on your list of preferred suppliers to the financial services industry. I have never come across a more flexible software vendor.


Ben B.

The perfect CRM umbrella for legacy systems

If you've tried other CRM systems without success then try this. You'll find the ease of install and modification without bespoke changes a breathe of fresh air.


Sukru E.

Very powerful, scalable financial solution from a very flexible and needs aware vendor.

We were looking for a software product that included a powerful CRM, workflow and document management capabilities to support our global business. Of great importance to us from a software system are compliance, efficiencies and support for our growing business. We were also looking for a vendor who was responsive, flexible and sensitive to our needs. We found the product in the enVisual / LiveFile combination and the vendor in enSynergy. Two years into the implementation enVisual is a vital part of our growing organisation. Running over our private cloud we have since implemented accounting, corporate secretarial and centralised global billing. We have a great relationship with the enSynergy team and enjoy great benefits from their products.


Deidre M.

Functionally rich, integrated, flexible, intuitive CRM App from a respectable & reputable Vendor.

Reviewed on 2010/05/26
Review Source: Capterra

Best Product I have seen & experienced for integrated Client, Process & Document Management in the on-shore & off-shore Financial Services Industry.
Best implementation life-cycle I have experienced.
Best on-going support & enhancement lifecycles I have experienced.
Best Vendor I have experienced in my 15 years in the IT Industry.
I have worked as an independent consultant on 3 separate EnVisual implementations (& versions) across 3 different firms in the past 10years. During that time the enSynergy team have displayed:
-a great passion for their products & services;
-a genuine partnership with their Clients; &
- a highly pro-active philosophy in acquiring & maintaining knowledge in the industries they operate in.
All of this is effectively & efficiently translated into the enhancements & synergies they build into their products & services.
I do not hesitate to recommend the enSynergy team & their products & services & I hope to work with them again soon.

Pros

Application (enVisual) Pros:
-Intuitive & flexible User Interface which can be configured per User if required (i.e. to best support their activities & responsibilities & need for key data displayed & accessed efficiently).
-Flexible & rich functionality & data structures to support: data gathering; data validation & enhancement; data management; data display & reporting.
-Empowering functions & toolkits for system config & administration without the need for Vendor support (includes significant application intelligence features).
-Scaleable, modular design with strong integration.
-Short implementation time-lines (product set up & fit for purpose & use very quickly ; changes & new requirements implemented very quickly)
Vendor (enSynergy) Pros:
-Products, service & support is professional & of a high quality.
-Owners & staff display flexibility with integrity coupled with a consistently high standard of knowledge, experience & skill across the full project lifecycle.

Cons

Not enough awareness & rating yet in the UK on-shore Legal & Financial Services Industry to be automatically identified & considered for RFI & RFP processes by the larger firms. This is despite the fact that enVisual & enSynergy would favourably compare with some of the other more well-known products & vendors.

Rating breakdown

Ease of Use
Customer Support

Darrel J.

Our experience has been very good indeed.

Used Daily for 6-12 months
Reviewed on 2017/05/31
Review Source: Capterra

Pros

enVisual is modular so we only needed to purchase the pieces that fit with our business; enVisual is scalable so it can grow as our business grows; enVisual is designed and focussed on the client relationship through the excellent CRM; compliance is built in throughout the system; the LiveFile document management system is completely integrated; and it's easy to use. Our implementation was fully supported by the enSynergy team. The training sessions were excellent. Any issues we have had since implementation have been handled in a very timely manner with professionalism and good cheer. Everyone we've had the pleasure of dealing with at enSynergy has been excellent. They sincerely want to help and ensure our experience is a good one.

Cons

It takes a lot of dedicated, hands on experience to become fully comfortable with all aspects of the software. However, this is likely to be expected given the robustness of the software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Graham T.

enVisual and enSynergy Experience

Reviewed on 2010/04/06
Review Source: Capterra

Keep these guys on your list of preferred suppliers to the financial services industry. I have never come across a more flexible software vendor.

Pros

Product is very fast to implement; great functionality and integrates well with other systems. CRM is focused to the financial services / legal market requiring little customization and implementation. If you are considering Microsoft Dynamics / CRM - make sure you look at enVisual's CRM first! Workflow and document management offer functions that I have not seen elsewhere in the market.
As a vendor - enSynergy are very requirements conscious and are very flexible in offering solutions to issues other vendors typically shy away from.
Five Stars.

Cons

Web based version is still being rolled out. Prime support is from the the UK - although this has not really impacted my clients nor other US clients that I am aware of.

Rating breakdown

Ease of Use
Customer Support

Ben B.

The perfect CRM umbrella for legacy systems

Reviewed on 2010/04/20
Review Source: Capterra

If you've tried other CRM systems without success then try this. You'll find the ease of install and modification without bespoke changes a breathe of fresh air.

Pros

Extremely easy to install and the wealth of features and customization that can be employed to extend the use of legacy systems without the pain of total re-engineering is amazing.
The levels of security that can be implemented, giving differing internal and/or external departments confidentiality without additional resources required for separate installations is also extremely useful.
It goes above and beyond the standard Microsoft Offering as it's a combined product with workflow, reporting, and document management that has the capability built-in to integrate with minimal effort.

Cons

The sheer wealth of product features and benefits means that you can only benefit from the install where you are tracking and creating clear business benefit. E.g., future proofing legacy systems that can no longer be modified to handle new information/systems, workflow and integrated document management. The list goes on, the best way to install and integrate the product would be to have a clear pathway of install/project deliverables.

Rating breakdown

Ease of Use
Customer Support

Sukru E.

Very powerful, scalable financial solution from a very flexible and needs aware vendor.

Reviewed on 2015/12/02
Review Source: Capterra

We were looking for a software product that included a powerful CRM, workflow and document management capabilities to support our global business. Of great importance to us from a software system are compliance, efficiencies and support for our growing business. We were also looking for a vendor who was responsive, flexible and sensitive to our needs. We found the product in the enVisual / LiveFile combination and the vendor in enSynergy. Two years into the implementation enVisual is a vital part of our growing organisation. Running over our private cloud we have since implemented accounting, corporate secretarial and centralised global billing. We have a great relationship with the enSynergy team and enjoy great benefits from their products.

Rating breakdown

Ease of Use
Customer Support

User recommendation
0/10
Based on 5 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

enVisual360 Pricing

enVisual360 Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact enSynergy Professional Services for pricing details.

Contact enSynergy Professional Services for pricing details.

Value for Money
5/5
Based on 5 user ratings
Compare value for money rating with alternatives
Compare with alternatives

enVisual360 Features

enVisual360 Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4/5
Based on 5 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for enVisual360

Additional information for enVisual360

Key features of enVisual360

  • Activity Tracking
  • Archiving & Retention
  • Compliance Management
  • Controls Testing
  • Document Templates
  • Lead Management
  • Marketing Management
  • Multi-Company
  • Receipt Management
  • Sarbanes-Oxley Compliance
  • Territory Management
  • Version Control

enVisual360 FAQs

enVisual360 FAQs

Below are some frequently asked questions for enVisual360.

Q. What type of pricing plans does enVisual360 offer?

enVisual360 offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

Contact enSynergy Professional Services for pricing details.

Q. What are the main features of enVisual360?

enVisual360 offers the following features:

  • Activity Tracking
  • Archiving & Retention
  • Compliance Management
  • Controls Testing
  • Document Templates
  • Lead Management
  • Marketing Management
  • Multi-Company
  • Receipt Management
  • Sarbanes-Oxley Compliance
  • Territory Management
  • Version Control

Q. Who are the typical users of enVisual360?

enVisual360 has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does enVisual360 support?

enVisual360 supports the following languages:

English

Q. Does enVisual360 support mobile devices?

We do not have any information about what devices enVisual360 supports

Q. What other apps does enVisual360 integrate with?

enVisual360 integrates with the following applications:

Microsoft Outlook

Q. What level of support does enVisual360 offer?

enVisual360 offers the following support options:

Phone Support, Online Support