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We develop the World's Leading

Integrated Wealth Software

enVisual360, a simple to use, revolutionary approach to wealth software.
  • Compliance orientated CRM
  • Secure document management
  • Entity administration
  • Enterprise accounting & billing
  • Custom business workflow.

The economical way to purchase wealth software - buy only what you need.

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-designed by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs,  particularly those in relation to ever-increasing compliance obligations.

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enVisual360 delivers a range of fully integrated core modules which are;

  • Scalable

  • Affordable

  • Simple and fast to implement

Watch a short video to see the key benefits

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.  Furthermore, enVisual is very scalable with solutions priced for suit small / startup firms and larger global firms.  Our aim is to provide ROI and productivity immediately.  Build your own system!

enVisual360 introductory videos

enVisual360 introductory videos

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Corporate service providers

Fund administrators

Style of customers

Trust administration firms

Company secretaries

Formation agencies

Family offices

Fiduciary firms

Law & accountancy firms

Integrated modules

enVisual360s modules are built around a powerful CRM, Contacts and Compliance module. You need only purchase the modules your business requires.

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Modules include;

  • CRM / Tasks / Entity Compliance

  • Company & Trust Administration

  • External regulatory compliance incl. FATCA / CRS

  • Document Management

  • Accounting (Corporate / company / trust)

  • Asset Management

  • Enterprise billing & sales ledger

  • Work-in-Progress / Practice management

  • BPM process workflow

  • Secure customer web portal (for third parties)

Benefits to expect

Typical benefits enjoyed by enVisual users include:

  • Dramatic improvements in productivity

  • Reduced operational costs

  • Improved quality of information output to both management and clients

  • Reduced risk of compliance breaches

  • Increased revenue via enhanced billing and WiP recovery

  • Happier, more motivated staff.

Available in a version to suit your budget

enVisual is available as a full Enterprise Edition as well as an entry-level  'Boutique' Edition which is designed for smaller / start-up operations. 

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