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enSynergy are leading providers of integrated trust accounting, CRM and business process management software.
CRM, task management, process management, time recording and practice management, trust accounting and accounts production software.
 
 

 

 

 

 

 

 
enSynergy News and Events
  
Financial and Industry News

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  • "Transaction DNA" - a revolution in data analysis.
    Exclusive to enVisual, our new DNA function allows the attachment of multiple, user-defined attributes (or traits) to financial transactions. DNA is a major enhancement to data analysis, making slicing and dicing of historical data a breeze and a must have for your data warehousing function. DNA is not only useful for managing your business, but can also provide opportunities of improving information to your customer base. DNA traits can be retrospectively attached to historical transactions so as to deliver benefits immediately.

    For further information on Transaction DNA, please
    contact enSynergy     info@ensynergy.com .


  • enSynergy announces enGage - Dashboards for enVisual
    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. Click here for more information on enGage.


  • enSynergy announces Meeting Manager module for enVisual
    The enVisual Meeting Manager allows you to org anise and manage meetings to be held within your firm. Meeting Manager takes care of the organizational and administrative tasks associated with the meeting process including the initial scheduling, distribution of meeting invitations, generation of resolution documents as well as the managing of votes and meeting protocol. Meeting Manager operates in conjunction with your other productivity tools, integrating seamlessly with Microsoft Office and SharePoint. Click here for more information on Meeting Manager.

       

  • enSynergy adds Custom Workflow to enQ Web Platform;
    The enVisual web platform, enQ has been greatly enhanced by the addition of user designed workflow forms from the enProcess BPM module. This addition allows users to deploy customized workflow processes and forms to remote web users, which are accessible via a web browser. Workflow, for example dealing with functions such as new customer take-on or a transaction instruction can now be initiated remotely by customers - freeing up internal staff resources, delivering greater ROI. Learn more about enQ

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  • enSynergy adds LiveFile to Boutique SME product range.
    To better address the document management needs of smaller professional firms, enSynergy has launched a "lite" version of the successful EDM Document Management system - LiveFile. To be called LiveFile Boutique, the lite version of LiveFile will provide most of the basic central document management functions required by smaller firms, and will be priced at a boutique level. Basic functions provided within LiveFile Boutique include:

      • Fully integrated document repository for enVisual CRM
      • Automatic key word generation for rapid searches
      • Google style search engine with relevance ranking
      • "Fuzzy" searches
      • Ability to view, print and email documents from search results
      • Automatic storage of enVisual produced documents
      • Document retention protection
      • Fully upgradeable to LiveFile Enterprise.

      Learn more about LiveFile.

      Learn more about enVisual Boutique.

  • enFee Billing - now with even Faster Fees...
    The latest version of the Enterprise Billing system, enFee provides an improved workflow designed to greatly simplify the bill production process, whilst still retaining the functions of the system. The new version is designed to speed up the billing process by up to 60%. Fees can still be produced either in hard copy or electronically.

 

  • enSynergy launches LiveScan Lite at Offshore Alert’s 3rd Due Diligence Symposium in Miami, FL.



    In the company of some of the worlds leading Asset Recovery and Compliance Professionals, enSynergy launched the desktop version of its successful OFAC database scanning scanning system LiveScan. Dubbed "LiveScan Lite", this tool can be downloaded free from our web site - click here more details.

  • Major Irish Bank fined £1.2M by FSA for poor KYC practices - don't let this happen to you. Click here for more details.
  • enSynergy announces enProcess Enterprise - an extension to our entry level business process modeling / compliance product, now provides unrivalled control over system data entry screens as well as links to third-part compliance database scans. enProcess is ideal for controlling compliance requirements such as OECD AML. Click here for more details.
  • enSynergy announces LiveFile for enVisual - our enterprise document management system. LiveFile includes the Rubicon indexing engine and happily supports documents / e-document volumes in the millions. LiveFile also includes automated compliance scans for all published files, thereby complimenting your overall compliance solution. Click here for more details.
  • enVisual selected by Ernst & Young International Private Wealth to provide their integrated trust accounting/administration, investment accounting and practice management solution.

 

 
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