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Description

LiveFile360, our enterprise document management system, is fully integrated with enVisual CRM360. Your files are linked to enVisual entities (individuals/companies/trusts etc.) You can also use metadata to simplify your search. LiveFile360 offers fast, secure search that works across any global cloud network.

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 Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft Office 2021 No 

Integrations

Microsoft 365 No 
Microsoft Office 2021 Yes 

Pricing Details

£40/month/user
Free Trial Yes 
Free Version No 

Pricing Details

£40/month/user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App Yes 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

enSynergy Professional Services

Founded

1994

Country

United Kingdom

Website

www.myenvisual.com/livefile360freetrial

Vendor Details

Company Name

enSynergy Professional Services

Country

United Kingdom, Europe, Australia

Website

www.myenvisual.com/envisual

Product Features

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

Document Collaboration

Access Control / Permissions Yes 
Autosave No 
Chat / Messaging Yes 
Cloud Storage Yes 
Comments / Annotations No 
Edit / Change Tracking Yes 
Electronic Signature Yes 
Multiple File Formats Yes 
Pre-made Templates No 
Search Yes 
User Tagging Yes 
Version Control Yes 
Workflow / Approval Process Yes 

Document Control

Archiving & Retention No 
Automated Routing No 
Change Management No 
Compliance Management No 
Electronic Signature No 
Escalation Management No 
Periodic Review No 
Version Control No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Document Version Control

Access Controls/Permissions No 
Approval Process Control No 
Archiving & Retention No 
Audit Trail No 
Commenting / Notes No 
Document Check-in / Check-out No 
For Engineering Documents No 
Revision History No 
Version Comparison No 
Version Rollback No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Product Features

Company Secretarial

Annual Filings No 
Archiving & Retention No 
Company Formation No 
Company Register No 
Dividend Administration No 
Document Templates No 
Important Dates Reminders No 
Multi-Company No 
Officer Management No 
Shareholder Management No 

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking Yes 
Controls Testing Yes 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management Yes 
Sarbanes-Oxley Compliance Yes 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

Equity Management

Cap Table Management No 
Deal Management No 
Document Storage No 
ESOP Management No 
Financial Modeling No 
Options Management No 
Participant Portal No 
Portfolio Management No 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management No 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments No 
Territory Management No 

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors No 
For Investors & Traders No 
Fund Management Yes 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management Yes 
Risk Management No 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management Yes 
Document Assembly No 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search Yes 
Version Control Yes 

Trust Accounting

Accrual Accounting Yes 
Activity Tracking Yes 
Asset Gain & Loss Reporting Yes 
Check Writing No 
Compliance Management Yes 
Cross Ledger Posting Yes 
Customer Statements Yes 
Fee Calculation & Posting Yes 
Receipt Management Yes 
Tax Management Yes 

Workflow Management

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

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