WealthWorks+ Description
An innovative wealth management platform that offers complete customization to align with the unique requirements of your enterprise. This application is tailored for all tiers of management, equipping users with extensive tools to oversee the administration and adherence to regulations for corporations, partnerships, individuals, and various intricate entities. Additionally, it ensures seamless integration with existing systems to enhance operational efficiency.
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iBabs
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EnGlobe
EnGlobe stands out as a comprehensive and cohesive global software platform designed for Corporate Entity Management and Corporate Governance. As a fully web-based Rich Internet Application, it systematically categorizes all recognized legal entity types, organizes all known securities in a logical manner, and automatically populates relevant regulatory forms and electronic filings. Moreover, it oversees all management structures, including meetings, minutes, and agendas, while simplifying the management and tracking of intellectual property. This platform also offers extensive document automation and management capabilities, ensuring compliance with rigorous corporate governance and regulatory standards through meticulous security measures, workflow management, audits, and reporting. By integrating a remarkably designed software environment, EnGlobe combines the most thorough corporate entity management tools with an exceptionally powerful contracts and agreements management system, as well as a uniquely comprehensive management system for business assets and intellectual property, making it an indispensable resource for corporations. Additionally, its user-friendly interface and robust functionality enhance operational efficiency for businesses navigating complex governance landscapes.
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enVisual360
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.
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Integrations
No Integrations at this time
Company Details
Company:
Octad Solutions
Year Founded:
2019
Website:
octadsolutions.com
Media
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Product Details
Platforms
Web-Based
Windows
Chromebook
On-Premises
Types of Training
Training Docs
Live Training (Online)
In Person
Training Videos
Customer Support
Business Hours
Online Support
WealthWorks+ Features and Options
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