Client Testimonials

“Power Agent’s tightly integrated modules provide seamless straight through processing and its regular software updates keep us ahead of the dynamic financial services regulations. The system is powerful and flexible which allows us to easily perform precise data mining and maintenance. We also enjoy high quality customer service from daily operations to technical support.”
David Bogaert, Managing Director, Business Development, Commonwealth Companies
“Envision has been an excellent partner for us and our 529 business. They understand the business and have an excellent system and end user interface for investors, financial advisors, and our back office.”
Jay Steinacher, CTFA, 529 College Savings Group Manager, Union Bank and Trust Company
”The ability to access and analyze data has helped us better understand the Peartree Funds shareholders, to support marketing initiatives and to grow our assets.”
Peggy Castignetti, Director of Transfer Agency, Peartree Funds

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