Investor recordkeeping that's flexible, open and versatile.

By Brian Jones   Comments on the SEC’s proposed overhaul of the transfer agent rules are due November 3. Most of the coverage has focused on blockchain, since the proposal would allow, but not require, a distributed ledger to serve as a transfer agent’s official record of ownership. But the proposal reaches much further than that. […]

The “Meet the Envisionaries” series introduces team members from across the business. Marta Doran, Strategic Client Success Executive, partners with Envision clients to help set the strategic agenda, strengthen and grow relationships and identify opportunities to improve processes and the end-client experience. “I love looking at things from all different angles and asking, ‘Can we […]

By Satnam Gambhir In a No Action Letter dated August 12, 2026, the staff of the SEC’s Division of Investment Management said it would not recommend enforcement action against certain Franklin Templeton funds in connection with their investments in the Franklin OnChain U.S. Government Money Fund, a government money market fund whose official record of […]