TrustRadius: an HG Insights company

enVisual360

Score8 out of 10

1 Reviews and Ratings

What is enVisual360?

A modular solution for financial advisors, an integrated KYC compliance CRM, Wealth Management, trust and company administrations software with document management, AML / FATCA / CRS compliance and Accounting / Asset management software. Users only need to license the modules needed, and is offered in both an entry-level Boutique version to the larger Enterprise edition. enVisual360 is a product from enSynergy Professional Services in Doncaster.

Categories & Use Cases

enVisual360 net gen finance management tool

Use Cases and Deployment Scope

enVisual360 is a comprehensive system that simplifies various aspects of business management. They help keep track of customer interactions, ensure compliance with rules for different entities, organize tasks with timely alerts, manage diverse entities like trusts and companies, efficiently handle documents, monitor valuable assets, administer investment funds, maintain financial records for trusts and companies, watch over transactions for potential risks, and provide clients with secure online portals for easy access to information and services. In essence this tool streamlines operations, enhance compliance, and improve overall efficiency in managing a range of business functions.

Pros

  • Compay & Trust Management
  • Transaction monitoring and insights
  • Asset Management

Cons

  • UI/UX
  • License Pricing
  • Change Management

Return on Investment

  • 5% growth in overall profit
  • 10% reduction in manpower
  • More comprehensive dashboards and MIS reports

Alternatives Considered

SAP HANA Cloud

Other Software Used

SAP S/4HANA Cloud, Tally, Invoice Tally