Bulletproof management of your Wealth Clients,
Developed by Wealth Professionals for Wealth Professionals, enVisual is a best-of-breed software solution designed to meet the ever-growing challenges faced by the Family Office, Corporate Services and the general Wealth Management market. enVisual enables you to deliver improved customer service in an environment where the advantages of off-shore entity administration are being eroded, whilst at the same time delivering efficiencies to your own firm.
enVisual360, our integrated wealth management software, that takes care of your valuable client data so you can take care of managing your business.
enVisual360 software modules - here's what you're missing...
CRM / compliance
Complete repository for all client and prospect data including all compliance and KYC information. Integrated task and calendar management as well as communications history. Powerful links to document management. Simple to use & powerful.
Manage the static data associated with entities such as incorporated companies, trusts, foundations and partnerships. With automated production of structure charts, documents, forms and resolutions. Highly scalable to support large volumes of records.
LiveFile360 is our own integrated document management system. LiveFile provides a tightly controlled way to manage and retrieve important client files & includes encryption, version control, audit trails and full integration with other enVisual modules.
From simple GL to our full accounting suite including enterprise billing/sales ledger, purchase ledger, timesheet & expense/work-in-progress modules. All accounting is multi-entity, multi-currency and supports client company/trust accounting as well as corporate accounting. Accounting is functionally rich yet simple to use and very productive.
BPM / workflow
Critical business processes and procedures can be modelled within enVisual using the Process360 workflow module. Workflow provides tight control and validation of data as it moves through an organisation. Workflow is very useful when applied to processes like client take-on or transaction monitoring.
Client web portal
Our integrated client web portal, 'enVisual AIR' provides secure internet access to third-party clients and interested parties. AIR provides controlled access to wealth clients of related entities as well as associated documents, online. AIR also provides a secure messaging module where clients can upload files and instructions without the need for email.
Other key features
What do we do?
enVisual360 - 'off-the-rack' software
enVisual360 is the single most powerful and flexible software system designed to manage and administer your clients, specifically those of modern wealth management firms.
We fit your budget.
Right out of the box, enVisual delivers a range of fully integrated core modules centred around a client-centric CRM module. We address your key needs including trust and company administration, trust and company accounting as well as your own business accounting. enVisual has been designed to satisfy your critical international compliance and accounting requirements. As a purpose-built, 'off-the-rack' application, enVisual is setup quickly, simple to master and is immediately productive.
enVisual is developed and globally supported by enSynergy with clients in 12 jurisdictions. We also offer data migration as part of our implementation service.
+ bespoke solutions
Do you need something a little more tailored? enSynergy is one of the few firms to offer you bespoke software to complement our enVisual software. Over the years we have provided clients with custom forms and procedures to give a complete fit to their business requirements. As with the core enVisual system, global support is provided for our bespoke work, ensuring it continues to function optimally well into the future. enSynergy bespoke solutions enable you to acquire a tailored system which is fully supported, at an affordable price.
Who we are
enSynergy have been developing, implementing and supporting professional software to the financial services sector since 1996. Our industry experience enables us to deliver fit for purpose, track-proven software. We develop, implement and support our products, giving us an end-to-end responsibility to you.
Our customers include Trust firms, company formation agents, family offices, law firms, accounting firms, insurance firms and stock-brokers.
We pride ourselves in being a truly flexible vendor and business partner to our customers. This often takes the form of providing affordable bespoke solutions to provide the perfect solution to customer requirements.
Why enVisual360 ?
Purpose-built software - works right out of the box
Simple to use, fast to implement
We developed enVisual rather than 'acquiring' it from another vendor; we offer full support
"Plays well" with other software products
Priced to your budget - purchase only what you need
Bespoke enhancements possible - fully supported by enSynergy
We are a very flexible supplier providing end-to-end support for our software.