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enVisual
quick fact;
enCentral
- at the heart of enVisual, is the central Client Relationship Management
/ contacts database engine. enVisual also manages employee diaries
/ task to-do lists. However perhaps it’s most powerful feature
is acting as a central location from which to access all information
pertaining to a client, this includes enVisual module data as well
as possible linkages to data stored within other external systems.
The complete picture... at a mouse click.
Click the module icon for more information.
enVisual
quick fact;
enProcess is both a user-definable workflow tool
that enables the modeling of internal business processes; and
an advanced data capture tool dynamically extending
your central CRM database with your own defined fields.
enProcess is ideal for handling rules based processes such as
compliance KYC or any other process where rules could be applied
- such as billing or trust disbursements. enProcess utilises the
powerful task scheduler within enCentral to manage staff to-do
lists.
Click the module icon for more information.
enVisual
quick fact;
enSecretary
manages all Company and Trust secretarial (statutory) information
- including (but not limited to) key incorporation details, officer
and administration data, signatories and share registry data.
enSecretary forms a major role in the enVisual offshore and onshore
company / trust administration function by not only storing key
information - but providing all of the necessary workflow functions
to support the secretarial administration function including statutory
forms production with links to service billing.
Click the module icon for more information.
enVisual
quick fact;
LiveFile
is a true Enterprise document management (EDM) system. With easy
(drag-and-drop) publishing of e-documents and indexing support for
over 256 file formats, LiveFile is a valuable addition to your CRM
arsenal. Search and retrieval is simple and fast using the tried
and tested Rubicon™ indexing/search engine. LiveFile tracks
existing files and documents for changes and movements - all of
which are then stored in LiveFile’s audit trail.
Still trying to integrate your legacy EDM system to your client
database? - Get a life, Get LiveFile!
Click the module icon for more information.
enVisual
quick info;
enQ
is the central Client Relationship Management / contacts database
within enVisual. It also manages employee task / to-do lists. However
perhaps it’s most powerful feature is acting as a central
location from which to access all information pertaining to a client,
this includes enVisual module data as well as possible linkages
to data stored within other external systems.... at a mouse click.
Click the module icon for more information.
enVisual
quick fact;
enPortfolio
takes care of the portfolio management side of your business. enPortfolio
supports multiple portfolio analysis and enquiry; centralized instrument
maintenance and pricing; round-trip posting into the enAccount nominal
ledger and caters for automated pricing feeds. With a wealth of
valuation reports - enPortfolio is the perfect companion to your
client or trust accounting solution.
Click the module icon for more information.
enVisual
quick facts;
enAccount
- enVisual’s client / trust accounting module. Designed
from the ground up to support multiple currency, multiple entity
and multiple jurisdictions - enAccount takes a lot of beating
as a robust, fast and flexible yet easy to use accounting system.
Plug in our optional accounts publishing module "enFinancials"
to show off your good work to clients - including integrated Directors
and Auditors reports , supporting schedules and account notes...
all from the touch of a button.
enAccount - puts the control back with the controller.
Click the module icon for more information.
enVisual
quick fact;
enPractice
manages your Work-in-Progress asset; from time sheet and disbursement
capture to WiP ledger reporting and billing. enPractice WILL dramatically
improve your bottom line by turning time into cash in the fastest
possible time. Our decentralized time sheet capture system "ALLtime"
can be plugged in to enhance time capture. Our billing module
can also be used to produce standard professional fees (e.g. fixed
fees) rather than just time related fees.
Click the module icon for more information.
enVisual
quick fact;
enCustody
has been designed to manage and track any "article"
stored in custody on behalf of a client. Flexibility begins by
providing user defined custodian locations, sub-locations/folders,
articles and of course users. enCustody’s audit trail provides
the basis of complete movement reporting.
Click the module icon for more information.
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