|
|
Welcome to Enveritus™
Released in early 2002 by Envisage Information Systems, LLC., this innovative suite of products has revolutionized the online management
of financial information. Conceived from conversations with industry leaders, Enveritus™ was developed to be both powerful and flexible. Designed for businesses and banks that handle the administrative side
of retirement plans for brokers and plan sponsors, the core Enveritus™ product is easily customized to fit your business model. Basic functionality can be expanded with add on components like the
Financial Consultant Website and On-Line Enrollment.
"This is an exciting time for Envisage," according to its founder and Sr. Partner, Stefan McGonagle. "We've positioned ourselves on the leading edge of what's currently available as a web presentation tool for record keeping systems."
The foundation of this software is the Enveritus™ Remote Data
Connector (RDC), which enables the real time display of online financial data. The Remote Data Connectors have the ability to access the core tables, the V-files and SQL databases. Our systems are fully compatible with the 20 and 50 fund SRT versions. Enveritus™ is currently undergoing certification against the SRT SQL release.
Release 3.0, which became available in July of 2004, greatly expanded the Enveritus™ core product. Out-of-the-box functionality now includes
real time reporting for participants, sponsors and
financial consultants. R3 adds
drill-down for model funds, added customization tools for private label sites,
directed communications to subsets of sponsors or participants, and
flexible configuration of fund information links at the plan level. New features also include
beneficiary information tracking and spousal consent form
workflow, online enrollment, and participant scheduled
automatic periodic rebalancing. Participants can now schedule
future deferral changes, and access downloadable loan amortization
schedules.
Future scheduled enhancements will include paperless loans and
distributions, as well as the release of the multi-lingual participant site.
|
© 2004 Envisage
Information Systems, LLC.
Enveritus™ Financial Access Software is owned and licensed by
Envisage Information Systems, LLC.
1582 McAllister
Road, Genoa, New York 13071
315-497-9202 FAX 315-497-0607
|
|
