enVisual360 by enSynergy Professional Services
enVisual360 by enSynergy Professional Services is an integrated, comprehensive trust accounting and administration software suite. It combines a powerful financial CRM with a robus...
Pacer, from SS&C Technologies, is a sophisticated portfolio management and accounting system engineered to handle the complexities of managing diversified global investment portfolios. It is designed to meet the unique management, reporting, and accounting requirements across various business streams within the financial services industry. The system provides comprehensive tools for security master management, trade processing, performance measurement, and detailed accounting—all tailored for different entity types including institutional and pension funds, separately managed accounts (SMAs), private client portfolios, mutual funds, and unit trusts. This enterprise-grade system is targeted at large asset managers, investment banks, pension funds, tru...
This enterprise-grade system is targeted at large asset managers, investment banks, pension funds, trust companies, and financial institutions that manage multiple, complex product lines and require a single, scalable platform for global portfolio accounting and management across diverse investment vehicles.
Our verdict is that Pacer is a heavyweight, institutional-level solution from a renowned provider, SS&C. Its breadth in handling diverse portfolio types and global operations makes it suitable for the largest and most complex financial organizations. For firms operating at this scale, Pacer represents a serious, industry-proven platform.
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This enterprise-grade system is targeted at large asset managers, investment banks, pension funds, trust companies, and financial institutions that manage multiple, complex product lines and require a single, scalable platform for global portfolio accounting and management across diverse investment vehicles.
These are common features buyers compare in Trust Accounting Software. Product-specific availability should be confirmed with the vendor.
Native financial tracking or seamless connection with external accounting software.
Record revenues and expenses when they are incurred, regardless of when cash is exchanged.
Manages the inclusion of fixed assets within proposed budgetary plans.
Verify and align internal ledger entries with external bank account statements.
Generate and oversee financial documents, including billing statements and invoices.
Coordinate workflows and tasks associated with specific cases, clients, or complex operational processes.
Facilitates payments to external parties through check issuance.
Monitor and address policy non-compliance across services, products, or supplier activities.
A searchable database for organizing contact details, addresses, and social profiles.
Facilitate accurate financial entries across different general ledger accounts and departments.
Detailed summaries provided to clients highlighting their billing history, recent payments, and current account totals.
Seamlessly transfer data and reports between the system and external file formats.
Pricing model: Per Feature
Pricing can change. Confirm current plans and terms with the vendor.
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enVisual360 by enSynergy Professional Services is an integrated, comprehensive trust accounting and administration software suite. It combines a powerful financial CRM with a robus...
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