Envision Financial Systems has represented the quintessential American success story, growing from meetings in parks to its North American headquarters in Irvine California managing over 130 employees and growing. Ranked # 1 in the 2016 Mutual Fund Service Guide for accounts on their shareholder accounting solutions, Envision has built a successful business by challenging the status quo in the transfer agency industry. Envision was founded by Satnam Gambhir and Tim Kan in 1994 to address the transfer agency services’ market need for a shareholder accounting system that relies on industry standard open technologies. Envision has grown its business by partnering with firms, listening to their needs and delivering a tailored solution.

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