by enSynergy Professional Services
Who Uses This Software?
Professional financial services firms incl. trust firms, private banks, accountancy / law firms, fund administration firms
Average Ratings5 reviews
- Overall 5 / 5
- Ease of Use 5 / 5
- Customer Service 5 / 5
- Features 4 / 5
- Value for Money 5 / 5
- Free Version No
- Free Trial Yes
Cloud, SaaS, Web
Installed - Windows
24/7 (Live Rep)
- enSynergy Professional Services
- Founded 1994
enVisual360 is a modular software suite which manages all aspects of your wealth management firm. 360 is scalable, powerful and simple to use. At the heart of 360 is a Compliance-centric CRM with OPTIONAL modules to manage Documents, Company & trust administration, Multi-currency Accounting, Billing, Timesheet & Work-in-Progress, Investments and Process Workflow. 360 can be hosted locally or via your private cloud. Our web portal, enVisual AIR, allows secure web interaction with third-parties.
- Annual Filings
- Archiving & Retention
- Company Formation
- Company Register
- Dividend Administration
- Document Templates
- Important Dates Reminders
- Officer Management
- Shareholder Management
- Archiving & Retention
- Audit Trail
- Controls Testing
- Environmental Compliance
- FDA Compliance
- HIPAA Compliance
- ISO Compliance
- OSHA Compliance
- Risk Alerts
- Sarbanes-Oxley Compliance
- Version Control
- Account Alerts
- Asset Management
- Expense Tracking
- Household Tracking
- Influence Tracking
- Lead Management
- Marketing Management
- Relationship Tracking
- Team Assignments
- Territory Management
- Accrual Accounting
- Activity Tracking
- Asset Gain & Loss Reporting
- Check Writing
- Compliance Management
- Cross Ledger Posting
- Customer Statements
- Fee Calculation & Posting
- Receipt Management
- Tax Management
enVisual360 Most Helpful Reviews
Reviewed on 26/05/2010
Functionally rich, integrated, flexible, intuitive CRM App from a respectable & reputable Vendor.
Best Product I have seen & experienced for integrated Client, Process & Document Management in the on-shore & off-shore Financial Services Industry.
Best implementation life-cycle I have experienced.
Best on-going support & enhancement lifecycles I have experienced.
Best Vendor I have experienced in my 15 years in the IT Industry.
I have worked as an independent consultant on 3 separate EnVisual implementations (& versions) across 3 different firms in the past 10years. During that time the enSynergy team have displayed:
-a great passion for their products & services;
-a genuine partnership with their Clients; &
- a highly pro-active philosophy in acquiring & maintaining knowledge in the industries they operate in.
All of this is effectively & efficiently translated into the enhancements & synergies they build into their products & services.
I do not hesitate to recommend the enSynergy team & their products & services & I hope to work with them again soon.
Application (enVisual) Pros:
-Intuitive & flexible User Interface which can be configured per User if required (i.e. to best support their activities & responsibilities & need for key data displayed & accessed efficiently).
-Flexible & rich functionality & data structures to support: data gathering; data validation & enhancement; data management; data display & reporting.
-Empowering functions & toolkits for system config & administration without the need for Vendor support (includes significant application intelligence features).
-Scaleable, modular design with strong integration.
-Short implementation time-lines (product set up & fit for purpose & use very quickly ; changes & new requirements implemented very quickly)
Vendor (enSynergy) Pros:
-Products, service & support is professional & of a high quality.
-Owners & staff display flexibility with integrity coupled with a consistently high standard of knowledge, experience & skill across the full project lifecycle.
Cons: Not enough awareness & rating yet in the UK on-shore Legal & Financial Services Industry to be automatically identified & considered for RFI & RFP processes by the larger firms. This is despite the fact that enVisual & enSynergy would favourably compare with some of the other more well-known products & vendors.
Reviewed on 31/05/2017
Our experience has been very good indeed.
Pros: 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. 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.
Cons: It takes a lot of dedicated, hands on experience to become fully comfortable with all aspects of the software. However, this is likely to be expected given the robustness of the software.
Reviewed on 20/04/2010
The perfect CRM umbrella for legacy systems
Comments: If you've tried other CRM systems without success then try this. You'll find the ease of install and modification without bespoke changes a breathe of fresh air.
Extremely easy to install and the wealth of features and customization that can be employed to extend the use of legacy systems without the pain of total re-engineering is amazing.
The levels of security that can be implemented, giving differing internal and/or external departments confidentiality without additional resources required for separate installations is also extremely useful.
It goes above and beyond the standard Microsoft Offering as it's a combined product with workflow, reporting, and document management that has the capability built-in to integrate with minimal effort.
Cons: The sheer wealth of product features and benefits means that you can only benefit from the install where you are tracking and creating clear business benefit. E.g., future proofing legacy systems that can no longer be modified to handle new information/systems, workflow and integrated document management. The list goes on, the best way to install and integrate the product would be to have a clear pathway of install/project deliverables.
Reviewed on 6/04/2010
enVisual and enSynergy Experience
Comments: Keep these guys on your list of preferred suppliers to the financial services industry. I have never come across a more flexible software vendor.
Product is very fast to implement; great functionality and integrates well with other systems. CRM is focused to the financial services / legal market requiring little customization and implementation. If you are considering Microsoft Dynamics / CRM - make sure you look at enVisual's CRM first! Workflow and document management offer functions that I have not seen elsewhere in the market.
As a vendor - enSynergy are very requirements conscious and are very flexible in offering solutions to issues other vendors typically shy away from.
Cons: Web based version is still being rolled out. Prime support is from the the UK - although this has not really impacted my clients nor other US clients that I am aware of.
Reviewed on 2/12/2015
Very powerful, scalable financial solution from a very flexible and needs aware vendor.
Comments: 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.