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Why Envision?

Reliable and flexible recordkeeping software for today's challenges and tomorrow's opportunities.
Since 1994, our software and services have helped asset managers and financial services providers automate and expand their business with open systems and access to data in real-time.

Our focus is helping our clients manage and grow their business by providing flexible software and services that lead the industry’s ever-changing landscape.


We make it easy to tailor solutions to your specific needs.


Software built on modern open industry standard technology that allows convenient and open access to your data and the ability to integrate with other systems in real-time though an extensive library of API’s.


Able to support multiple investment products and business models with one partner and one system.

Our Approach

We believe that technology should adapt to you, not force you to be like everyone else
Envision by the numbers

27.3 million

Total investor positions
Over 15,000 CUSIPs

$4.2 trillion

Assets under administration
Over 450 investment firms

25+ years

Operating history
Singulary focused on investor recordkeeping solutions

23 states'

529 programs
33 direct and advisor sold college savings & ABLE Act plans

Articles, Video & News

News & Views
Meet the Envisionaries: Jon McConnell

The “Meet the Envisionaries” series introduces team members from across the business. Jon McConnell, Senior NSCC Analyst, says a question he often hears is “How the heck do I understand these files?!" He explains that clients are often overwhelmed by DTCC files, and he’s there to guide them through the complexity.” Q: What’s your role […]

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News & Views
Meet the Envisionaries: Shashikala Ravikumar

The “Meet the Envisionaries” series introduces team members from across the company. Shashikala Ravikumar, Project Manager, says “On any given day, I manage at least 100 moving parts, including both planned releases and support tickets. As a project manager, the question I hear most is ‘When can you deliver?’”   Q: What’s your role at […]

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News & Views
Meet the Envisionaries: Megan MacDonald

The “Meet the Envisionaries” series introduces team members from across the business. Today we're featuring Megan MacDonald, Director of Subaccounting Operations, who plays a significant role in the company's subaccounting solutions and client implementation. With a passion for preventing and solving problems, Megan works her magic behind the scenes and leads a team of highly […]

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Contact Us
Phone: (714) 247-0030
Fax: (714) 247-0029
Email Us