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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Relate Company Secretary stands out as the leading software solution for efficiently handling company returns and managing corporate registers. It adheres completely to the New Companies Act 2014, ensuring compliance. The integrated diary and alert manager guarantees that users will not miss any deadlines for submissions. It maintains a comprehensive record of all activities related to companies, officers, and shareholders. By enabling electronic filing of returns and accounts, it significantly reduces the reliance on physical paperwork. The software is fully updated in accordance with the Companies Act 2014 and allows users to preview upcoming annual returns, offering daily, weekly, or monthly views for better planning. With a complete company database, it provides instant access to the annual return deadlines for each entity. There is no longer a need for cumbersome paper copies or handwritten records, as users can auto-fill necessary documents using their database and file all forms electronically. This streamlines the process, making it not only more cost-effective and efficient but also more convenient for users. Additionally, it allows for quick and straightforward storage of all company information, from inception to the present day, enhancing overall management efficiency.

Description

enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Acquia CDP Yes 
Adobe Acrobat Yes 
Microsoft Office 2021 No 
Microsoft Word Yes 

Integrations

Acquia CDP No 
Adobe Acrobat No 
Microsoft Office 2021 Yes 
Microsoft Word No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

£40/month/user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App Yes 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Relate Software

Founded

2001

Country

Ireland

Website

www.relate-software.com/company-secretary/

Vendor Details

Company Name

enSynergy Professional Services

Country

United Kingdom, Europe, Australia

Website

www.myenvisual.com/envisual

Product Features

Company Secretarial

Annual Filings Yes 
Archiving & Retention Yes 
Company Formation No 
Company Register No 
Dividend Administration No 
Document Templates Yes 
Important Dates Reminders Yes 
Multi-Company Yes 
Officer Management No 
Shareholder Management No 

Product Features

Company Secretarial

Annual Filings No 
Archiving & Retention No 
Company Formation No 
Company Register No 
Dividend Administration No 
Document Templates No 
Important Dates Reminders No 
Multi-Company No 
Officer Management No 
Shareholder Management No 

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking Yes 
Controls Testing Yes 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management Yes 
Sarbanes-Oxley Compliance Yes 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

Equity Management

Cap Table Management No 
Deal Management No 
Document Storage No 
ESOP Management No 
Financial Modeling No 
Options Management No 
Participant Portal No 
Portfolio Management No 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management No 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments No 
Territory Management No 

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors No 
For Investors & Traders No 
Fund Management Yes 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management Yes 
Risk Management No 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management Yes 
Document Assembly No 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search Yes 
Version Control Yes 

Trust Accounting

Accrual Accounting Yes 
Activity Tracking Yes 
Asset Gain & Loss Reporting Yes 
Check Writing No 
Compliance Management Yes 
Cross Ledger Posting Yes 
Customer Statements Yes 
Fee Calculation & Posting Yes 
Receipt Management Yes 
Tax Management Yes 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

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