Envisual360: Complex Made Simple

What do you get with enVisual360?

1. CRM and task management by the requirements of the organization.
2. Efficient and secure client onboarding.
3. Organization administration.
4. Document and archive management.
5. Transaction monitoring.
6. Client web portals.
7. Web control panels.

Are you a new or small business? EnVisual360 can be licensed one module at a time. This means you only need to license the modules you need, reducing your out-of-pocket costs.

EnVisual360 can be hosted on-premises or as a SAS cloud application. Whether you are a co-op, foundation, or family office administrator, you can customize enVisual360 to fit your needs and budget.

EnVisual360 has a fairly simple interface. To get customer data, click on the Clients tab, and enter the last name in the search field. This will show you all the information about the customer, such as customer addresses, contact details, key dates, and user notes. Files and documents attached to customers are also accessible from the CRM module and can be scrolled with a simple swipe of the mouse or touchscreen of the device.

Regulatory data can also be accessed from the CRM. For example, we use a shortcut to go to our FATCA and CRS forms to view customer data. There is also a real-time watchlist scan.

LiveFile securely stores client files, including emails, office files, scanned documents, and media files. LiveFile is fast and easy to use. It is fairly quick to implement. Since LiveFile is an integrated module in enVisual360, you can easily extract documents from other visual modules.

Entity Administrator. Provides all the tools needed to administer companies and trusts. It includes features such as full corporate control, trust distribution, share registration, etc. All features are supported by an automated resolution generation system.

The Accounting module provides multi-currency accounting and finance functionality for all your managed entities as well as your firm. Sub-modules include the General Ledger, Work in Progress, Sales Ledger, Enterprise Invoicing, Purchase Ledger, and Investment Registers.

AIR web portal. The last tool in enVisual360 that we will look at today is Visual Air. This is for interacting with you and your visual system. Clients can log into Air using just a web browser, where they will have secure access to the documents of the entities under management, files that you have shared, including client account statements, and so on. Using the built-in secure messaging system with Air, clients can communicate with you.

Before you rush to download enVisual360, you should check out the customer reviews. Overall, the software has a good rating – 5 stars (9 people). This number of people is quite small, but let’s see what they have to say about enVisual360:

“The software has significantly helped most employees in most businesses to increase productivity and allowed them to have smoother operations from hiring to retirement. The platform has a great user interface that allows users to use it easily without experiencing any complications. The software is great and easy to integrate as it allows users to extract multi-level currency from the CRM database.

What do you dislike about enVisual 360?

To be honest, I like this platform, but I am a little disappointed that it is expensive to operate and purchase, which means it is not suitable for most users’ budgets.”

Here’s another customer’s take:

“What do you like most about enVisual 360?

The business management integration is pretty good, and the availability and security are top-of-the-line in terms of industry standards. Compliance management is worth implementing.

What do you dislike about enVisual 360?

They could do a lot more internal integration for p2p processes, which would make the customers more useful for smaller businesses looking to scale.”