TrustRadius

enVisual360 vs. Wealthbox CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
Wealthbox CRM
Score 9.9 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
enVisual360Wealthbox CRM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
enVisual360Wealthbox CRM
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
Community Pulse
enVisual360Wealthbox CRM
Top Pros

No answers on this topic

Top Cons

No answers on this topic

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enVisual360Wealthbox CRM
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User Ratings
enVisual360Wealthbox CRM
Likelihood to Recommend
8.0
(1 ratings)
8.0
(1 ratings)
User Testimonials
enVisual360Wealthbox 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 | TrustRadius Reviewer
Amit Goregaonkar
Project Manager SAP
Read full review
Starburst Labs
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.
CP
Cortnie Pannill
New Business Team Lead
Read full review
Pros
enSynergy Professional Services
  • Compay & Trust Management
  • Transaction monitoring and insights
  • Asset Management
Amit Goregaonkar | TrustRadius Reviewer
Amit Goregaonkar
Project Manager SAP
Read full review
Starburst Labs
  • Workflow Customization
  • Ease of Use with setting up Advisor and Contact Info
CP
Cortnie Pannill
New Business Team Lead
Read full review
Cons
enSynergy Professional Services
  • UI/UX
  • License Pricing
  • Change Management
Amit Goregaonkar | TrustRadius Reviewer
Amit Goregaonkar
Project Manager SAP
Read full review
Starburst Labs
  • 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.
CP
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 | TrustRadius Reviewer
Amit Goregaonkar
Project Manager SAP
Read full review
Starburst Labs
Wealthbox is more user friendly and has a better view
CP
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 | TrustRadius Reviewer
Amit Goregaonkar
Project Manager SAP
Read full review
Starburst Labs
  • Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.
CP
Cortnie Pannill
New Business Team Lead
Read full review
ScreenShots