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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Prominent private banks and financial institutions leverage SMART for effective wealth management, enhancing their operational strategies and facilitating their digital evolution. The prevalence of data presents a significant challenge, primarily concerning its quality. In the realm of banking, particularly in Wealth Management, complexity necessitates a proactive, efficient, and pragmatic approach. Acknowledging the imperfections in data quality is crucial, as it reflects the realities of our business processes, revealing both our advantages and shortcomings. While perfection in data may be an unrealistic expectation, it is vital to focus on critical data that significantly influences organizational outcomes. Cultivating a robust data culture is not an overnight endeavor; it requires sustained effort and strong leadership support. Moreover, effective management of profitability hinges on the thorough analysis of both accounting and analytical transactions, underscoring the importance of data integrity in driving business success. This commitment to data quality ultimately supports informed decision-making across the organization.

Description

enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Avaloq Core
IBM Db2
IBM Netezza Performance Server
Microsoft Excel
Microsoft Office 2021
Oracle Cloud Infrastructure
PostgreSQL
SQL Server
Talend Data Catalog

Integrations

Avaloq Core
IBM Db2
IBM Netezza Performance Server
Microsoft Excel
Microsoft Office 2021
Oracle Cloud Infrastructure
PostgreSQL
SQL Server
Talend Data Catalog

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

£40/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Integraal Solutions

Founded

2009

Country

Switzerland

Website

www.integraal-solutions.ch/en/smart-for-wealth-management-dashboards-private-banking-en/

Vendor Details

Company Name

enSynergy Professional Services

Country

United Kingdom, Europe, Australia

Website

www.myenvisual.com/envisual

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Company Secretarial

Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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