Wealth management software
Software that frees you to grow your wealth management firm
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
Sorrell Private Trust Company Inc.
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.
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.