Investor recordkeeping that's flexible, open and versatile.

So far, most tokenized products are money-market or Treasury funds with institutional-investor clientele. That will change as more asset managers respond to strong business drivers. There's already evidence for retail demand. Here, we'll do three things: Note the key business drivers for asset managers. Apply a transfer-agent's perspective. Briefly introduce the Envision Digital Assets Platform. […]

We’ve been talking with clients and industry partners—and testing AI tools ourselves—we’d like to share some thoughts for how AI will transform investor recordkeeping and subaccounting.   Operational Excellence & Productivity  AI will perform high-volume, rules-driven tasks, like onboarding, document handling, information reconciliation, and client inquiries, leading to faster turnaround, real-time processes (e.g., NAV calculation), and […]

Megan MacDonald and Madheswaran Jeyapal honored for industry impact  Costa Mesa, CA, Nov. 19, 2025—Envision Financial Systems announced today that Megan MacDonald, vice president of client management, and Madheswaran Jeyapal, senior production operations manager, were honored as Emerging Leaders at the annual Nicsa NOVA awards program during Nicsa’s Asset and Wealth Management Summit. “Megan is […]