enVisual™ is a fully integrated Professional Services Automation software suite designed primarily for the professional offshore financial services industry. enVisual delivers a range of core modules providing all of the necessary applications to serve sophisticated clients and client wealth management structures. enVisual is designed around a Client-Centric data model where all information pertaining to a Client or Potential Client can be accessed from a central place. The core modules typically operate to serve the needs of specific business functions, and can be configured to operate individually or as a seamlessly integrated solution.

As a Trust and Corporate Services solution, enVisual's robust accounting and rules based administration modules combine to provide the preferred solution for the most demanding Trust and Corporate administrators.

The seamless integration between investment and accounting ledger modules as well as the ease with which transactions can be imported makes enVisual an easy choice for Family Offices.

enVisual’s powerful central CRM and task management module in combination with supplementary integrated modules ensure that information is stored once and available at your finger tips whenever you need it. enVisual is designed to manage a large number of entities as well as support large volumes of multi currency transactions reliably. enVisual is intuitive and easy to use - and typically involves a short implementation phase; yielding a faster return on investment. To view a product map of enVisual, click here.

enVisual adds value to medium-large tier professional service organizations - including Private Banks; Trust and Corporate Service providers; Insurance companies; Accountancy firms and Law firms as well as Family Offices. It’s thin-client architecture means that enVisual is highly scalable. enVisual can be provided on a Client-Server platform as well as a Web based platform - via the en•Q product range.

For smaller firms, we can offer our SME product enVisual Boutique. Boutique is suitable for firms with a low number of users, typically managing a smaller number of entities. Boutique can also be upgraded to enVisual Enterprise as business growth dictates - without the need for data migration. Click here for further details.

enVisual can be implemented as a self-contained integrated system - however is equally suited when installed to integrate with and "feed" downstream banking and financial systems. enVisual's open data structure, data exchange API and graphical user interface make it an ideal top level front end system to your entire systems environment. Talk to enSynergy today about how we have assisted many large institutions achieve this very goal.

Find out why most financial service providers prefer enVisual to any other integrated product.

• enVisual - an introduction.