Investor recordkeeping that's flexible, open and versatile.

November 2025 update: Envision’s Mike McNeil, Strategic Client Success Executive, is a member of the Nicsa committee behind the Nicsa ETF Share Class Toolkit highlighted in the post below. For this work, the Product & Distribution Committee was honored with Nicsa’s Chairman’s Challenge Award on November 11 at its Asset & Wealth Management Summit in […]

By Kelly Lynch There’s an apparent disconnect between fund families’ enthusiasm for semi-liquid alternative funds and distribution platforms’ ability to add them. A recent Ignites article by Alyson Velati notes that of the hundreds of interval funds on the market, only a handful are offered by wirehouses, according to data from XA Investments: 11 from […]

By Kelly Lynch This post is a brief reflection from the winter-spring conference season for operations professionals:    ‘Alts’ means something different, depending on where you sit in the support system.   Portfolio managers think about alts based on what a fund is investing in—like real estate or private companies. Broker-dealers and other distributors might think about […]