List of enVisual360 Document Management Customers
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Since 2010, our global team of researchers has been studying enVisual360 Document Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased enVisual360 Document Management for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using enVisual360 Document Management for Document Management include: Peace Hills Trust Canada, a Canada based Banking and Financial Services organisation with 120 employees and revenues of $35.0 million, Arena Wealth Management Luxembourg, a Luxembourg based Banking and Financial Services organisation with 25 employees and revenues of $10.0 million, Sorrell Private Trust Canada, a Canada based Banking and Financial Services organisation with 15 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using enVisual360 Document Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The enVisual360 Document Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Arena Wealth Management Luxembourg | Banking and Financial Services | 25 | $10M | Luxembourg | enSynergy | enVisual360 Document Management | Document Management | 2017 | n/a | In 2017 Arena Wealth Management Luxembourg implemented enVisual360 Document Management provided by enSynergy, deploying the enVisual360 Document Management suite to support wealth and family office CRM, client onboarding and compliance functions. The customer is referenced by the vendor as Arena Wealth London / Monaco Sports Management, and the engagement was positioned to support cross jurisdiction operations in a small private wealth context. Module usage is inferred from the vendor testimonial to include CRM functionality alongside LiveFile document management, with configuration focused on centralized client records, onboarding checklists and compliance document capture. The implementation narrative aligns with typical Document Management capabilities, including secure document repository, role based access control, versioning and audit trails, and workflow automation to drive KYC and onboarding sequences. Operational coverage emphasized relationship management, compliance and onboarding teams within the wealth and family office business functions, with governance centered on standardized onboarding workflows and document retention policies. Configuration and process workstreams concentrated on consolidating client documentation and formalizing custody of compliance evidence to support cross jurisdiction advisory operations. | |
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Peace Hills Trust Canada | Banking and Financial Services | 120 | $35M | Canada | enSynergy | enVisual360 Document Management | Document Management | 2016 | n/a | In 2016, Peace Hills Trust Canada implemented enVisual360 Document Management from enSynergy. The deployment targeted trust administration, document management and KYC and compliance across its Canadian trust operations, centralising documents and compliance data. The implementation leveraged enVisual360/LiveFile capabilities and vendor material indicates use of document management and CRM modules, delivering a central repository with metadata indexing, secure records handling and workflow controls consistent with Document Management systems. Configuration work emphasized access controls, document classification and retention policy enforcement to support trust administration and regulatory KYC processes. Operational coverage extended across Peace Hills Trust Canada trust operations, aligning document capture and verification workflows with frontline trust administration teams and compliance staff. The enVisual360 Document Management instance was positioned as the canonical source for compliance artifacts and client trust records, reducing document fragmentation across departments. Governance was centralized to enforce consistent KYC and retention procedures and to standardize document lifecycles for trust administration. The vendor testimonial cites centralisation of documents and compliance data as the primary outcome from the enVisual360 deployment. | |
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Sorrell Private Trust Canada | Banking and Financial Services | 15 | $3M | Canada | enSynergy | enVisual360 Document Management | Document Management | 2019 | n/a | In 2019, Sorrell Private Trust Canada implemented enVisual360 Document Management to support trust and family office administration, client relationship management, and compliance workflows across its Canadian operations. The deployment emphasized centralized document control and indexed client file repositories under the Document Management category. The implementation used enVisual360 Document Management and leveraged the vendor's LiveFile document management module, with inferred CRM and accounting modules referenced in the vendor testimonial, to consolidate client documents, intake records, and transaction files. Configuration work focused on searchable metadata, indexed full text, and audit trail capture to make file retrieval and regulatory review more consistent. Operational coverage spanned trust operations, compliance, and client service teams, with users accessing enVisual360 for case file assembly, document retention, and support of regulatory reporting workflows. Integrations were contained within the enVisual360 application stack, coordinating document management, CRM functions, and accounting records as a unified application footprint. Governance and process changes centralized folder structures, enforced audit logging, and formalized document review and approval workflows to align trust administration and compliance procedures. The implementation yielded improved file searchability and auditability as reported in the vendor testimonial. |
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