enVisual360 vs. Wealthbox CRM

enVisual360

1 Reviews and Ratings

Wealthbox CRM

10 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
enVisual360	Score8 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
Wealthbox CRM	Score8.3 out of 10	N/A	Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.	N/A

Pricing

enVisual360

Wealthbox CRM

No answers on this topic

No answers on this topic

Pricing Offerings
enVisual360	Wealthbox CRM
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

No setup fee

No setup fee

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User Ratings
	enVisual360	Wealthbox CRM
Likelihood to Recommend	8.0 (1 ratings)	8.0 (1 ratings)

User Testimonials
	enVisual360	Wealthbox CRM
Likelihood to Recommend	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. Amit Goregaonkar Project Manager SAP Read full review	Wealthbox (Starburst Labs, Inc) Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business. Incentivized Cortnie Pannill New Business Team Lead Read full review
Pros	enSynergy Professional Services Compay & Trust Management Transaction monitoring and insights Asset Management Amit Goregaonkar Project Manager SAP Read full review	Wealthbox (Starburst Labs, Inc) Workflow Customization Ease of Use with setting up Advisor and Contact Info Incentivized Cortnie Pannill New Business Team Lead Read full review
Cons	enSynergy Professional Services UI/UX License Pricing Change Management Amit Goregaonkar Project Manager SAP Read full review	Wealthbox (Starburst Labs, Inc) Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business. Issues do not get resolved timely. Incentivized Cortnie Pannill New Business Team Lead Read full review
Alternatives Considered	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. Amit Goregaonkar Project Manager SAP Read full review	Wealthbox (Starburst Labs, Inc) Wealthbox is more user friendly and has a better view Incentivized Cortnie Pannill New Business Team Lead Read full review
Return on Investment	enSynergy Professional Services 5% growth in overall profit 10% reduction in manpower More comprehensive dashboards and MIS reports Amit Goregaonkar Project Manager SAP Read full review	Wealthbox (Starburst Labs, Inc) Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next. Incentivized Cortnie Pannill New Business Team Lead Read full review
ScreenShots