enVisual360
enVisual360 is a modular financial CRM software tailored for wealth management firms. Its unique licensing model allows firms to select and pay only for the modules they need, streamlining operations without costly customizations. Designed by industry professionals, it enhances productivity, simplifies compliance, and reduces client administration costs efficiently.
Top enVisual360 Alternatives
Dialllog
Dialllog revolutionizes the investment landscape with its end-to-end Venture Capital CRM software, designed to streamline the entire investment workflow.
MissionKontrol
Fully configurable tables offer granular controls, enabling users to view, edit, delete, and add records seamlessly.
BrokerIQ
Designed for finance professionals, this CRM tool streamlines client acquisition, conversion, and retention.
TrustQuay
In June 2024, TrustQuay rebranded to Quantios, offering a robust platform that empowers seamless governance and investment worldwide.
B2Core
B2Core is an advanced financial CRM software designed specifically for brokers and exchanges.
Senta
Senta has been seamlessly integrated into the IRIS Elements Practice Management suite, allowing users to streamline their practice and automate client communications effortlessly.
Financial Cloud CRM
It offers a user-friendly self-service portal, secure 24/7 IVR payments, and personalized communication at scale...
Xpedition Private Equity CRM
Tailored for private equity firms, it enhances decision-making and investor relations, while optimising processes for...
AtomInvest
It features automated workflows for fund accounting, valuation, and ESG data management, while offering robust...
VeriTouch
It consolidates data across back-end systems and digital channels, offering a unified interface and standardized...
bpm online financial services
It features a centralized customer database, case management, and omnichannel communications, empowering financial institutions to...
Centrex Software
With capabilities for automated decisioning, portfolio management, and seamless payment integrations, organizations can enhance client...
EquinoxCRM
It simplifies client data management, ensuring compliance with SEC rule 17a-4 for recordkeeping...
MortgageHalo
It effortlessly identifies and nurtures leads while sending personalized communications for key events...
Top enVisual360 Features
- modular licensing options
- scalable for all sizes
- purpose-built for wealth professionals
- fast implementation process
- integrated core modules
- centralised client data management
- automated compliance monitoring
- customizable business processes
- real-time client insights
- multi-currency accounting support
- secure document management
- seamless data migration tools
- efficient task and workflow management
- robust reporting capabilities
- intuitive user interface
- client onboarding automation
- integrated communication history
- cost-effective pricing structure
- adaptive to regulatory changes
- powerful analytics and decision-making tools
Top enVisual360 Alternatives
- Dialllog
- MissionKontrol
- BrokerIQ
- TrustQuay
- B2Core
- Senta
- Financial Cloud CRM
- Xpedition Private Equity CRM
- Jobstream
- AtomInvest
- VeriTouch
- bpm online financial services
- Centrex Software
- EquinoxCRM
- MortgageHalo
