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 'The most powerful and

 flexible integrated wealth software on the market'

Powerful wealth software scaleable to any sized business.

enVisual is the single most powerful and flexible software system designed to manage and administer the clients of modern wealth management firms.

 

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

  • Scalable

  • Affordable

  • Simple and fast to implement

  • Customizable

Watch an introduction to enVisual

Corporate service providers

Fund administrators

Style of customers

Trust administration firms

Company secretaries

Formation agencies

Family offices

Fiduciary firms

Law & accountancy firms

Integrated modules

enVisual is a modular based system centred around a powerful CRM contacts module. You only purchase the modules your business requires. 

 

Modules include;

  • CRM / Tasks / Communications

  • Company & Trust Administration

  • Compliance incl. FATCA / CRS (system-wide)

  • Document Management

  • Accounting (internal + company / trust)

  • Investment Management

  • Fund administration & accounting

  • Enterprise billing & sales ledger

  • Work-in-Progress / Practice management

  • BPM workflow

  • Secure Web portal

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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