Investor recordkeeping that's flexible, open and versatile.

Automates processes for all mutual and alternative fund types, including interval, tender-offer and other complex products Costa Mesa, CA, Nov. 19, 2024 – Envision Financial Systems, a leader in investor recordkeeping technology and services, announced today the onboarding of UMB Fund Services’ Transfer Agency services onto Envision’s comprehensive software platform for investor recordkeeping. Working alongside […]

Broker-dealers face significant operational challenges when dealing with some of the alternative investment products, which are increasingly popular right now with investors and their reps. These subaccounting challenges include the unique trading windows, redemption processes, and reporting requirements of these alternative investment vehicles. Current operational hurdles B-Ds struggle with several key issues: Trading window management: […]

On October 29, 2024 in Boston, Nicsa presented Envision Co-Founder and CEO Satnam Gambhir with the Nicsa NOVA Lifetime Achievement Award during its 2024 Asset & Wealth Management Summit.   “Satnam is a true leader whose work has not only benefited countless firms but also inspired many employees along the way,” said Jim Fitzpatrick, president […]