About Us

About-Us-text-imageIn today’s competitive financial services market the status quo is no longer acceptable. You need enabling technology that will help your firm grow and operate more efficiently. The systems you use must be reliable and flexible. They must be real-time, create cost savings, optimize productivity, allow for product differentiation and mitigation of risk. Through Envision you gain a fresh approach to solving business problems using modern tools and techniques. Envision Financial Systems, Inc is a privately held corporation with headquarters in Costa Mesa, California. Envision has offices in Owings Mills, Maryland and Bangalore, India providing client support and software development respectively. Envision was incorporated in 1994. Envision provides real-time shareholder accounting and servicing technologies for mutual funds, asset managers, transfer agents and 529 program providers. Our products allow firms to increase efficiency and improve customer satisfaction, while enabling their emerging business needs. Using industry standard open technologies, along with a modular design, an intuitive interface and configurable rules, our clients are able to introduce new features, functions and product capabilities to the market faster, easier and more cost effectively. Envision is the recipient of numerous awards and recognitions, including First Place for the mutual fund industries Best Post Trade Implementation, First Place for Innovations in the SourceMedia Fund Operations Award, the Deloitte Fast 50 and the Software 500. The company and its executives are featured regularly in industry media, including Ignites, Money Management Executive and the NICSA conferences.

Our Clients

Envision clients include:

  • Large mutual funds with captive transfer agents
  • Mutual fund transfer agent service providers
  • Direct and Advisor sold college savings plans
  • ABLE Act Program Managers and Administrators
  • National pre-paid 529 college savings plan
  • Global banking institutions
  • REIT service providers
  • Local Government Investment Pool recordkeepers