BD Corporate vs. enVisual360

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
BD Corporate
Score 8.2 out of 10
N/A
BD Corporate is a CRM that helps prospect for new investors, prepare for roadshows, track current investors and their holdings, manage an IR schedule and report on the success of investor outreach efforts. It was developed by IHS Markit, which is now a part of S&P Global since the February 2022 acquisition.N/A
enVisual360
Score 8.0 out of 10
N/A
A modular solution for financial advisors, an integrated KYC compliance CRM, Wealth Management, trust and company administrations software with document management, AML / FATCA / CRS compliance and Accounting / Asset management software. Users only need to license the modules needed, and is offered in both an entry-level Boutique version to the larger Enterprise edition. enVisual360 is a product from enSynergy Professional Services in Doncaster.N/A
Pricing
BD CorporateenVisual360
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
BD CorporateenVisual360
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Best Alternatives
BD CorporateenVisual360
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Medium-sized Companies
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Enterprises
S&P Capital IQ
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All AlternativesView all alternativesView all alternatives
User Ratings
BD CorporateenVisual360
Likelihood to Recommend
8.0
(1 ratings)
8.0
(1 ratings)
User Testimonials
BD CorporateenVisual360
Likelihood to Recommend
S&P Global Inc.
It is well suited to get a snapshot of your current investor ownership and the ownership changes that are currently happening in your stock. It is also good as a platform in which you can update all your meetings and engagement and then search for the information in a very easy way.
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enSynergy Professional Services
It is well suited for a small to medium size organization with 0 to 200 employees. It is well suited where customer is willing to share financials with SaaS based application. It is not suited for organization who want lot if customizations as per their business needs as this software works on mostly standard business processes.
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Pros
S&P Global Inc.
  • Investor ownership.
  • CRM system for inputting meetings and engagement.
  • Targeting consulting.
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enSynergy Professional Services
  • Compay & Trust Management
  • Transaction monitoring and insights
  • Asset Management
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Cons
S&P Global Inc.
  • Interface - the current dashboard is very "old" looking and could see improvement.
  • Ease of use - the email distribution could be easier to navigate.
  • Updating of investor contacts - the database is sometimes stale.
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enSynergy Professional Services
  • UI/UX
  • License Pricing
  • Change Management
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Alternatives Considered
S&P Global Inc.
FactSet also provides you with investor ownership but does not provide a CRM platform for engagement input.
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enSynergy Professional Services
enVisual360 is more of a finance management tool whereas SAP HANA Cloud is comprehensive enterprise management ERP solution. enVisual360 is relatively easy to use solution. enVisual360 is very much economical as compared to SAP HANA Cloud. enVisual360 has low scope of customizations as compared to SAP HANA Cloud. Overall enVisual360 is suited for organizations with employee count 0 to 100.
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Return on Investment
S&P Global Inc.
  • Able to improve the overall investor ownership in our stock.
  • Track the conference and meeting engagement to create a strategic outbound plan.
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enSynergy Professional Services
  • 5% growth in overall profit
  • 10% reduction in manpower
  • More comprehensive dashboards and MIS reports
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ScreenShots