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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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