enGage is a Dashboard overlay application for the enVisual wealth management system. enGage enables you to display your favorite KPI's, charts and other summary views from enVisual in easy to get to windows allowing you to keep your eye on the the overall business as well as your client base.
enGage supports all data types from enVisual - not just CRM data. Views containing for example profitability KPI's can be combined with marketing or prospecting data, tasks / workflow status and compliance data - all displayed in one dashboard snapshot.
enGage supports enquiry drill-downs, simply select an item of summarized data and double click to drill down to underlying data.
Unique enGage dashboard views can be created for each user and are easily customizable. Dashboards can include your favorite enVisual charts and views - including custom views created in the enQuiry rapid query tool.
enGage can be launched from within enVisual or from your standard Windows desktop. enGage is fully web compliant so can be launched from Microsoft SharePoint or from your web portal.
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