Broadridge Client Information Management vs. enVisual360

Broadridge Client Information Management

Broadridge Client Information Management

3 Reviews and Ratings

enVisual360

enVisual360

1 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Broadridge Client Information Management	Score 9.0 out of 10	N/A	Broadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and reducing risky integration layers.	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

Broadridge Client Information Management

enVisual360

Editions & Modules

No answers on this topic

No answers on this topic

Offerings

Pricing Offerings
Broadridge Client Information Management	enVisual360
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Broadridge Client Information Management	enVisual360
Considered Both Products	Broadridge Client Information Management Dom Pullano PRESIDENT Chose Broadridge Client Information Management Artisan was evaluated but seen as a more costly system with too much customization needed. Broadridge Client Information Management is ready to use and the build out is less of a necessity. Artisan is available to those who would like more of a work in progress. We did also … Incentivized Helpful?	enVisual360 Amit Goregaonkar Project Manager SAP Chose enVisual360 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 … Incentivized Helpful?

Best Alternatives
	Broadridge Client Information Management	enVisual360
Small Businesses	Affinity CRM Score 9.3 out of 10	Affinity CRM Score 9.3 out of 10
Medium-sized Companies	No answers on this topic	No answers on this topic
Enterprises	No answers on this topic	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Broadridge Client Information Management	enVisual360
Likelihood to Recommend	9.0 (0 ratings)	8.0 (0 ratings)

User Testimonials
	Broadridge Client Information Management	enVisual360
Likelihood to Recommend	This is well suited in the investment services area especially for multiple users and those working on a remote basis. A full integration of activity such as transactions, daily activity, client reporting, account updates, account processing are available. Majority of systems are real time for all end users as well as clients who choose to do so. Better feed back and notification on updates would be helpful. Incentivized Dom Pullano PRESIDENT Read full review	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
Pros	Interfaces with client view on mobile devices Strong library of compliance approved marketing materials Several methods of sorting, reporting, and documenting are available to the user. Incentivized Dom Pullano PRESIDENT Read full review	Compay & Trust Management Transaction monitoring and insights Asset Management Amit Goregaonkar Project Manager SAP Read full review
Cons	Better customization of labelling would be helpful on reports Alert notification of chosen activities could be implemented A favorites of certain functions would be helpful to streamline navigation Incentivized Dom Pullano PRESIDENT Read full review	UI/UX License Pricing Change Management Amit Goregaonkar Project Manager SAP Read full review
Alternatives Considered	Artisan was evaluated but seen as a more costly system with too much customization needed. Broadridge Client Information Management is ready to use and the build out is less of a necessity. Artisan is available to those who would like more of a work in progress. We did also review XTIVA but it was cumbersome when bringing in outside, direct data. Incentivized Dom Pullano PRESIDENT Read full review	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
Return on Investment	Positive in that many marketing services are available that I had once paid to receive. Positive in the data collection service for performance reporting as a time saver Positive in retrieval of statements, tax reports on an annual and archive basis. Incentivized Dom Pullano PRESIDENT Read full review	5% growth in overall profit 10% reduction in manpower More comprehensive dashboards and MIS reports Amit Goregaonkar Project Manager SAP Read full review
ScreenShots