enVisual360 -  the Ultimate CRM & AML Compliance  Software for Wealth Management Firms.

 

Other key points;

  • Integrated, multi-module design
  • Client-centric CRM
  • Trust/company administration
  • FATCA / CRS / AEI compliance
  • Multi-currency accounting
  • Practice management (work-in-progress)
  • Enterprise billing
  • Transaction monitoring
  • Integrated workflow
  • Document management
  • System-wide rules-based KYC compliance
  • Support for high record volumes
  • Integrated web portal

What is enVisual360 ?

  • Modular Wealth Management Software designed BY financial professionals FOR financial professionals.
  • Includes the first CRM module satisfying the compliance needs of wealth management firms and family offices
  • 360 Includes entity administration (including company and trust)
  • Multi-ledger/multi-currency trust & company accounting and billing to support your entire back office
  • Priced to the scale of your business, license only the modules you need
  • Built for purpose - works immediately 'off-the-shelf'
  • 360 can also be customised to fit your business like a 'bespoke suit'
  • 360 is fully owned, developed and supported by enSynergy; we take full responsibility for our solution. 
 

What 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, fund administration 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 implemented quickly, simple to master and is immediately productive.

 

enVisual is developed and globally supported by enSynergy with clients in 12 jurisdictions.  enSynergy offers data migration as part of their implementation service.

Risk-free

We offer a money back guarantee in the unlikely event that you are not satisfied with your new software. 

Conditions apply.

 

What are you waiting for ?

+ 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
  • Highly scalable in terms of users and transaction volumes
  • We developed enVisual rather than 'acquiring' it from another vendor; we know it intimately
  • "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.

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