enVisual360
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.
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Aprio Board Management Software
Aprio provides secure, one-stop access to board materials from any device, enabling real-time communication and instant notifications. It streamlines board meeting preparation with efficient tools for agenda building and scheduling. The cloud-based platform fosters board engagement by allowing directors to annotate and share notes. Advanced security measures ensure board information remains safe, even if devices are lost or stolen.
Aprio facilitates decision-making outside the boardroom and is widely used across various sectors including credit unions, banks, healthcare, education, and public corporations. Known for its ease of use, advanced security and best customer support in the industry, Aprio makes good governance simple.
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GreatSoft Secretarial
If you are constantly bogged down in secretarial work, or struggling to keep track of CIPC registrations and submissions, then our company secretarial software will make your secretarial duties a breeze and reduce the workload of managing your company secretarial administration. GreatSoft’s company secretarial software is browser-based, which means that you can log into your secure portal and manage your client’s secretarial affairs from anywhere, on any device, at any time. No more need for the large red register books, piles of papers or endless spreadsheets. Find out how! The built-in workflow system automatically populates required forms while the form filler allows users to quickly & easily complete ad hoc forms. With all your clients & entities already on GreatSoft, you can calculate & save Public Interest Scores all on one system. GreatSoft Secretarial lets you quickly & easily monitor any CIPC annual returns due & track their progress too.
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iBabs
Effortlessly manage agendas, documents, and board meetings with iBabs.
Designed to streamline the entire decision-making process, iBabs eliminates the need for paperwork, making meetings more efficient and informed. This intuitive app provides complete control and a clear overview of all meeting details, empowering organizers and attendees alike.
Trusted by around 3,000 organizations and over 300,000 users, iBabs ensures smooth, effective meetings on any device, securely and automatically. With years of experience refining board meeting processes, iBabs offers peace of mind and confidence in making good decisions.
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