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enSynergy are leading providers of integrated trust accounting, CRM and business process management software.
CRM, task management, process management, time recording and practice management, trust accounting and accounts production software.
 
   
 

enVisual™ Professional Range.
enVisual  - see the results.
 
"Tracking vital documents has never been Simpler or Safer"
     
 

The management of documents and precious objects held in custody on behalf of clients is handled by our enCustody module. enCustody allows for the tracking of important documents and assets held on behalf of another party client. enCustody treats these items as "unique objects", and tracks the storage location of these objects at all times. enCustody caters for an unlimited number of user definable "custodians" (depots). Objects are deposited with, and transferred between custodians via logged transactions - which are in turn referenced against people. It is possible therefore to obtain information such as;

  • Objects listed by custodian
  • Custody location history of a specific object
  • All objects held by a custodian
  • All objects held on behalf of a specific party
  • Complete audit trails are also available showing all movements.

As with other enVisual modules, enCustody is a true client-server based application - it can therefore be reliably implemented across large Enterprise networks.

enCustody can be supplied as a single application, or as an integral module within the enVisual suite. When installed in conjunction with our Portfolio Management system, enPortfolio for example - the location of share script can be recorded directly from within the purchase or sale transaction. Thus reducing administration costs further.

 

Why is enCustody so special?

Consider these features;

 
  Key features;
 
  • Simple to use - immediately productive
  • Highly user definable
  • Integrated with other enVisual modules
  • Wizard based / rules controlled data entry
  • Designed to support a large number of clients and portfolios
  • Rapid Windows based data entry
  • Visual based document enquiry
  • Added productivity when used with other enVisual Professional products
  • Client/Server architecture - scalable from 1 user to unlimited users.
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