The topics in this section provide basic information about who we are, our products and how to navigate your way around the enVisual interface.
Using enVisual Help
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The enVisual software solution is divided into 9 easily integrated modules and a web portal. The product map can be viewed here.
The core of the enVisual system is enCentral, the Contact and Communications management module. This central repository is used to manage all vital information concerning current clients, prospects, business relationships and communications and correspondence. enCentral exchanges information with other enVisual products and modules using a proprietary architecture called Central Point navigation (CPN).This function allows access to information such as billing, accounting, document management or work in progress. The enCentral module also incorporates a task manager that facilitates management of employee and client tasks and to do lists.
The enVisual™ company secretarial / trust administration system enSecretary makes the process of recording and tracking statutory information for Onshore and Offshore Companies / Trusts a breeze, freeing you and your staff up to spend more time on real business. enSecretary performs all of the essential and time consuming tasks associated with corporate management including the production of resolution documents, while at the same provides rapid data entry and simple access to your precious data. enSecretary has been designed to support a multitude of jurisdictions and optionally links to our other enVisual modules such as client / trust accounting, billing and time recording systems.
enPractice is an enterprise practice management system encompassing all of the essential tools to manage and recover your valuable labour resource investment productively. enPractice is a thin-client based product that is scalable enough to support businesses from 5 fee earners to 50,000 fee earners. You will not find a practice management product that matches enPractice for flexibility, ease of use and access to your priceless core business data.
enFee is the billing module of the enVisual System. This billing system can be used to create and issue invoices, credit notes and receipt as and when they are required. enFee ties in closely with the enPractice module.
enProcess
Our process management module enProcess allows you to control and manage vital internal procedures from start to finish. enProcess is the first of it's kind for the financial services sector - providing rules-based tracking for all milestone stages of processes - both system and user-definable processes, forms and linked documents.
enVisual's Client and Trust Accounting module enAccount is our thoroughbred tool for the automatic production of client / company / trust and statutory accounts. enAccount is the result of a marriage between the best in offshore technology and premium onshore expertise. enAccount delivers the integration productivity and multi-currency functionality typically found in offshore products - combined with an understanding of onshore issues such as sales / capital gains tax, consolidations and - global after sales support.
Portfolio Management and Investment accounting is managed by the enPortfolio module. Investment transactions can be entered for multiple portfolios within multiple client ledgers, key values are posted online directly to the enVisual enAccount accounting module via STP. Securities are maintained and valued within the system centrally, valuations can therefore be performed at any time. The Investment module can be implemented to accept data feeds from most data providers. enPortfolio can be implemented to import investment transactions from external sources such as brokers or banking systems.
enSelect is the central reporting engine of the enVisual system. enSelect accesses all the of the system reports and many more reports that can't be accessed through enVisual, this can include any client specific reports.
ALLtime is an enterprise Timesheet and Expense capture system that integrates seamlessly with the enVisual CRM and billing modules - ensuring that the most current client and project information is available to your staff timekeepers. The result - more accurate timesheet data, happier users and improved time recovery. Rules based approval workflow ensures that time and expense data makes it's way securely to the enPractice practice management / billing module with minimal delay, and with a full audit trail.
Until now, the large investment required to acquire mutual funds administration and accounting software systems was prohibitive for many small to mid-size firms. Not any more. enNAV delivers a powerful, flexible and easy to use mutual funds administration system at a fraction of the cost of other systems. enNAV enables small to mid-sized firms to employ an effective mutual fund system at a manageable cost - allowing them to provide Fund and Unit Trust services to their customer base - profitably. enNAV is fully multi-currency, providing NAV and unit price calculation. enNAV also includes full subscription and redemption workflow and comes complete with a library of reports, including CPPS compliant performance reports. |
