enVisual Integrated Wealth Management Software

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.

Overview

enVisual is a fully integrated suite of Professional Services Automation software modules designed primarily for the offshore financial services industry. enVisual delivers a range of core modules providing all of the necessary applications to serve sophisticated clients and client wealth management structures. enVisual core modules can be configured to operate individually or as a seamlessly integrated solution.

enVisual 6 represents a great example of third generation financial software, with functionality based on our experience spanning in excess of 15 years with trust companies, corporate service companies, family offices and other similar service providers. Unlike our competitors, enVisual is based around a "client-centric" data model allowing users to cut through their client data to provide a true 360 degree picture of the client or prospect. Unique also is our own user maintainable workflow system which is fully embedded within the enVisual application allowing it's rules to truly drive the entire system. Both of these factors provide a level of data transparency and control that our competitors can only envy.

enVisual was born and bred in the UK, and as such has been built from the ground up using efficient, "un-bloated" software code, unlike products developed in other jurisdictions. enVisual has been nurtured in response to the changing needs of our global customer base, to whom we are indebted and to whom we cherish.

Key Features

enVisual™ is a fully integrated Professional Services Automation software suite designed primarily for the professional offshore financial services industry. enVisual delivers a range of core modules providing all of the necessary applications to serve sophisticated clients and client wealth management structures. enVisual is designed around a Client-Centric data model where all information pertaining to a Client or Potential Client can be accessed from a central place. The core modules typically operate to serve the needs of Compliance officers as well as specific business functions. enVisual modules can be configured to operate individually or as a seamlessly integrated solution.

Key enVisual Modules:

  • Client centric / party based CRM Contact Manager
  • Integrated m/currency Accounting ledgers
  • Company / Trust Administration
  • Enterprise Billing
  • Work-in-Progress
  • Mutual Fund Administration
  • Investment Ledgers
  • Document Management
  • BPM Workflow / Compliance
  • Web Portals

Typical enSynergy clients include:

  • Private Banks / Wealth Management Firms
  • Family Offices
  • Incorporation / Corporate Management Agencies
  • Trust Administration Firms
  • Accountancy and Legal Practices

enVisual is designed to support large numbers of managed "entities", it's flexible billing engine and relationships manager makes it ideal for Incorporation Agencies

Key Benefits

  • Centralised / party based data for true 360 degree compliance
  • Simple to use, low implementation costs
  • Immediately productive
  • Scalable / open system architecture

Product/Service details

User Suitability (Capital Markets & Investment Mgmt)
Wealth Managers
Geographic Availability
Africa, Asia-Pacific, Europe, Middle East, North America
Asset Class Coverage
Equities