Wealth management software
Grow your wealth management business with Smart Software - not staff!
Let's face it, you've got enough to be doing managing the wealth of your clients. Let our best-in-class wealth management software handle the technology side for you.
What do our customers love?
Scaled to your budget
Whether your needs are managing trust administration or accounting, financial compliance, company administration or accounting, family office administration or investment management, you decide which enVisual modules to license. Start small and grow your system as your business needs grow. enVisual also comes in two styles - Boutique for small or startup firms and Enterprise for larger needs. Regardless of the size of your firm, enSynergy has a system to meet your budget.
Easy implementation, seamless integration.
enVisual is simple to use and comes feature-rich right out of the box making it fast to implement, typically half the time offered by our competition. enVisual also integrates with external systems such as banking systems - critical for the likes of multi-family offices and wealth firms.
Second to none support
enSynergy offers a level of help-desk support that others envy. We can help not only with product support but also with services such as data migration, system interfaces and productivity audits.
Software that frees you to grow your wealth management firm
CRM & entity management
Know all there is to know about your customers from a CRM designed exclusively for wealth management professionals. Integrated entity compliance & workflow, task management and your complete communications history. Modules to manage companies, trusts, partnerships and foundations with full support for CRS and FATCA requirements.
Switch on our integrated document/content management module, LiveFile360, for a complete and secure DMS solution. Securely encrypted, LiveFile provides full version control for documents as well as simple-to-locate search and surface functionality. Documents can be linked to compliance data as well as accounting transactions greatly reducing your audit costs.
Assets & accounting
Need accounting for your managed entities or for your firm? enVisual accounting starts with our multi-currency, multi-entity General ledger and can be expanded to include the powerful Assets360 investment management system, enterprise billing & sales/purchase ledger as well as time & work-in-progress modules. All accounting modules support multi-currency processing and have been designed to support the capital/income splits required for precision trust accounting.
Critical business processes such as client onboarding, transaction monitoring & approval, client reviews and many more are managed with complete control using our integrated BPM process module, Process360. Compliance processes are accompanied by straight-through transaction monitoring processes and audit trails. Process360 also provides a designer tool for a complete customised BPM approach to your business processes.
enVisual can be implemented on-premise or hosted on your private cloud environment. Need to share data with your own end-user customers? Switch on the enVisual AIR web portal and exchange data & documents with your customers, simply and securely to their desktops or smart devices.
Corporate service providers
Style of customers
Trust administration & trust accounting firms
Company formation agencies
Law & accountancy firms
We like enVisual as a product due to it's modular nature which gives us the ability to implement stage by stage across our business.
We like enSynergy as a vendor due to the proactive approach of the principals, and the reactiveness to our needs which is over and above other industry vendors.
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.
AMS Financial Group
Arena Wealth London / Monaco Sports Management
We opted for the enSynergy product in 2000 because of the flexibility of the system and the ability to work closely with the design engineers who developed and extended the product as we went forward, specifically an App called enTrader. We utilise all of the modules within enVisual. Throughout our relationship with enSynergy we have found them to be both accommodating and understanding of our needs and able to quickly implement any changes or enhancements requested. The ability to deal with senior staff members of the company has also been a great benefit.
HE Capital / Associated Trustees, Nevis, Dominican Republic, NYC
Our company is an independent private Family Office Trust Company providing customised, personal trust and family office services to our client families. After an extensive search, we decided to partner with enSynergy to be our trust management software provider.
We chose enVisual by enSynergy for several reasons, some of which are: 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.
After we entered into our partnership, our experience improved. 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.
If you are in the market for a world-class wealth management software provider, I urge you to consider enSynergy.
The trust area of our financial institution saw exponential growth over the last few years; so we began the search for what we thought would be an impossible software to find that could meet our CRM, AML, accounting, live files and so forth. After months of searching, I came across Envisual and immediately reached out to their team to see if we would fit into their model and if their model would fit our needs. enVisual/enSynergy has far and above met our needs and expectations. The real cool things about the Envisual product is it is not a one size fits all product. The team at Envisual/Ensynergy will work with you to identify what areas of their vast line of choices within the software will best provide a benefit to your business. Since implementing the software I just cannot understand how we managed our line of business without the software. Please feel free to get my contact information from the team if your require further information.
Georgina Villeneuve, B.Comm, MBA, MTI
VP Trust Services
Peace Hills Trust Company
Sorrell Private Trust Company Inc.
We have been a client of enSynergy since 1996 and would describe our relationship as a true business partnership. During this period we have always experienced good product support and find the enSynergy team to be very responsive to our requirements. We use enVisual for our client, trust & corporate accounting, investment administration, KYC, CRM and company secretarial services in a multi-office environment. One of the outstanding features of the system is its reliability; we have encountered virtually zero downtime over the last 20 years. During this time we have also seen a great deal of product maturity in the form of new functions and features, an ever improving user interface and always conforming to changes in operating systems and database platforms.
I would have no hesitation in recommending enVisual and enSynergy to any similar business.