LiveFile 360

von enSynergy Professional Services

5 / 5 5 Bewertungen
LiveFile 360

Wer nutzt diese Software?

Professional financial services firms incl. trust firms, private banks, accountancy / law firms, fund administration firms

Durchschnittliche Bewertung

5 Bewertungen
  • Gesamt 5 / 5
  • Benutzerfreundlichkeit 5 / 5
  • Kundenservice 5 / 5
  • Funktionen 4 / 5
  • Preis-Leistungs-Verhältnis 5 / 5


  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
    Installiert - Windows
  • Training Persönlich
    Live Online
  • Kundenbetreuung 24/7 (Live Vertreter)

Angaben zum Hersteller

  • enSynergy Professional Services
  • Gegründet 1994

Über LiveFile 360

Compliance based file & document management with integrated CRM. LiveFile 360 is productive & simple to use, files can be posted directly from Microsoft Office, scanners. LiveFile supports large file volumes and includes encryption and audit controls preventing bulk downloading. With a self indexing engine, searching is rapid and intuitive. Usage with the enVisual 360 client administration system, LiveFile surfaces files for compliance, CRM, Accounting modules and the AIR web portal.

LiveFile 360 Funktionen

  • Beziehungs-Nachverfolgung
  • Einfluss-Nachverfolgung
  • Gebietsmanagement
  • Haushalts-Nachverfolgung
  • Konto-Benachrichtigungen
  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Management
  • Team-Aufgaben
  • Vermögensverwaltung
  • Archivierung & Aufbewahrung
  • Audit Trail (Prüfpfad)
  • Einhaltung von Umweltvorschriften
  • FDA-Compliance
  • HIPAA-Compliance
  • ISO-Compliance
  • OSHA-Compliance
  • Risiko-Warnungen
  • Sardanes-Oxley-Compliance
  • Testen von Steuerelementen
  • Versionskontrolle
  • Compliance-Verfolgung
  • Dateitypumwandlung
  • Dateiwiederherstellung
  • Dokument-Indexierung
  • Dokumentaufbau
  • Dokumentenarchivierung
  • Dokumentenaufbewahrung
  • Elektronische Unterschrift
  • Offline-Zugriff
  • Optische Zeichenerkennung (OCR)
  • Versionskontrolle
  • Werkzeuge zur Zusammenarbeit
  • Archivierung & Aufbewahrung
  • Beauftragtenverwaltung
  • Dividenden Verwaltung
  • Dokumentvorlagen
  • Firmengründung
  • Jährliche Einreichungen
  • Mischkonzern
  • Shareholder-Verwaltung
  • Unternehmensregister
  • Wichtige Termine Erinnerungen
  • Abgrenzungskonto-Führung
  • Aktivitäts-Verfolgung
  • Belegmanagement
  • Buchungsübergreifende Buchung
  • Compliance Management
  • Gebührenermittlung & Buchung
  • Kundenaussagen
  • Scheckausstellung
  • Steuermanagement
  • Vermögensanlagen-Gewinn & Verlust-Berichterstattung

Die hilfreichsten Reviews für LiveFile 360

Functionally rich, integrated, flexible, intuitive CRM App from a respectable & reputable Vendor.

Mit Google übersetzen Bewertet am 26.5.2010
Deidre M.
Director-Project Manager /Senior Business Analyst
Quelle des Nutzers 
5 / 5
Eigenschaften & Funktionalitäten
5 / 5

Kommentare: Best Product I have seen & experienced for integrated Client, Process & Document Management in the on-shore & off-shore Financial Services Industry.
Best implementation life-cycle I have experienced.
Best on-going support & enhancement lifecycles I have experienced.
Best Vendor I have experienced in my 15 years in the IT Industry.
I have worked as an independent consultant on 3 separate EnVisual implementations (& versions) across 3 different firms in the past 10years. During that time the enSynergy team have displayed:
-a great passion for their products & services;
-a genuine partnership with their Clients; &
- a highly pro-active philosophy in acquiring & maintaining knowledge in the industries they operate in.
All of this is effectively & efficiently translated into the enhancements & synergies they build into their products & services.
I do not hesitate to recommend the enSynergy team & their products & services & I hope to work with them again soon.

Vorteile: Application (enVisual) Pros:
-Intuitive & flexible User Interface which can be configured per User if required (i.e. to best support their activities & responsibilities & need for key data displayed & accessed efficiently).
-Flexible & rich functionality & data structures to support: data gathering; data validation & enhancement; data management; data display & reporting.
-Empowering functions & toolkits for system config & administration without the need for Vendor support (includes significant application intelligence features).
-Scaleable, modular design with strong integration.
-Short implementation time-lines (product set up & fit for purpose & use very quickly ; changes & new requirements implemented very quickly)
Vendor (enSynergy) Pros:
-Products, service & support is professional & of a high quality.
-Owners & staff display flexibility with integrity coupled with a consistently high standard of knowledge, experience & skill across the full project lifecycle.

Nachteile: Not enough awareness & rating yet in the UK on-shore Legal & Financial Services Industry to be automatically identified & considered for RFI & RFP processes by the larger firms. This is despite the fact that enVisual & enSynergy would favourably compare with some of the other more well-known products & vendors.

Our experience has been very good indeed.

Mit Google übersetzen Bewertet am 31.5.2017
Darrel J.
Executive Vice President
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
4 / 5
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
5 / 5

Vorteile: enVisual is modular so we only needed to purchase the pieces that fit with our business; enVisual is scalable so it can grow as our business grows; enVisual is designed and focussed on the client relationship through the excellent CRM; compliance is built in throughout the system; the LiveFile document management system is completely integrated; and it's easy to use. Our implementation was fully supported by the enSynergy team. The training sessions were excellent. Any issues we have had since implementation have been handled in a very timely manner with professionalism and good cheer. Everyone we've had the pleasure of dealing with at enSynergy has been excellent. They sincerely want to help and ensure our experience is a good one.

Nachteile: It takes a lot of dedicated, hands on experience to become fully comfortable with all aspects of the software. However, this is likely to be expected given the robustness of the software.

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