enVisual
HQ Address
APEX business centre, 1 Watervole way, Balby DN4 5JP, Doncaster, United Kingdom
Website Address
Business introduction
Powerful wealth software scalable to any sized business
enSynergy designs, develops and supports our world leading wealth management software, enVisual. Since our formation in 1995 we have used our industry knowledge and experience in the market to provide relevant, productive and simple to use software applications.
Through our software, enSynergy delivers productivity and profitability to our clients and the clients they serve. enSynergy software is in use in some of the worlds leading financial services firms operating both offshore and onshore jurisdictions.
enVisual Solutions
enCentral CRM
As a financial services provider, one of your main focal points is your client, including who they are, what activities they are involved in and how they interact with your firm. By lacking sufficient knowledge in these areas you are placing your firm at extreme compliance risk. Most CRM systems are designed for sales......
business needs
view solutionenPractice
At last intelligent timesheets that watch you work and create entries for you!...
business needs
view solutionenVisual 360 CRM
Designed for medium to large size firms, enVisual 360 CRM can be licensed as a single module or as part of the fully integrated enVisual Trust and Company administration system. enVisual 360 validates and manages your compliance data from within your CRM....
business needs
view solutionenVisual AIR web portal
Now it is possible for you to share enVisual data with your customers selectively, securely and efficiently via the AIR web portal tool. AIR empowers your customers by allowing them to view selected data on demand, share documents and files as well as to communicate with you securely. Customers can also track the status......
business needs
view solutionenVisual Boutique
enVisual Boutique is a 'lighter' edition of enVisual Enterprise and is priced for SMEs and start-up operations. Boutique is lighter in terms of functionality and limited in terms of maximum users and managed entities. Once you are ready for the full power of Enterprise - simply purchase an Enterprise license......
business needs
view solutionenVisual Enterprise
enVisual is a modular based system centred around a powerful CRM contacts module. You only purchase the modules your business requires. enVisual delivers a range of fully integrated core modules which are: Scalable Affordable Simple and fast to implement Customizable ...
business needs
view solutionenVisual Entity Administrator
Entity Administrator is our statutory module for enVisual and manages all key data and statutory transactions for your companies, trusts, foundations as well as other user-definable entity types. Due to its tight integration with the enVisual CRM, critical compliance information for all associated individuals as well as your other entities are managed centrally and elegantly. When implemented......
business needs
view solutionLiveFile
LiveFile is our enterprise document management system which is fully integrated with the enVisual CRM. Your files are linked to enVisual entities (individuals / companies / trusts etc.) along with other meta data to make your search simple and fast. LiveFile is safe and secure with rapid search - even across......
