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enVisual360

Name: enVisual360
Rating: 4.5 (2 reviews)

By enSynergy

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Highlights : About enVisual360

Accrual Accounting

Asset Gain & Loss Reporting

Audit Management

Company Formation

Cross Ledger Posting

About enVisual360

enVisual360 is a cloud-based wealth management and CRM (customer relationship management) solution that helps small to large enterprises monitor accounting operations, streamline communications, and manage compliance across processes. It comes with a centralized dashboard, which enables users to view client data and gain insights into business operations using charts. The enVisual360 suite offers a range of integrated modules including CRM, task management, company and trust administration, document management, accounting, investment management, enterprise billing, and more. Features of the enVisual360 suite include alerts/notifications, data capture, general ledger, transaction management, invoicing, database administration, reporting, and documentation. It provides businesses with automation tools to create self-auditing checklists using customizable templates, improving workflows across the organization.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Accrual Accounting

Asset Gain & Loss Reporting

Audit Management

Company Formation

Cross Ledger Posting

Fee Calculation & Posting

Important Dates Reminders

Officer Management

Relationship Tracking

Risk Management

Shareholder Management

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