Envision Financial System Logo

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.

FLEXIBLE

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

OPEN

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.

VERSATILE

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
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Envision by the numbers

31.2 million

Total investor positions
Over 12,000 CUSIPs

6 trillion

Assets under administration
Over 450 investment firms

25+ years

Operating history
Singulary focused on investor recordkeeping solutions

25 states'

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

Articles, Video & News

News & Views
Super-omni services made flexible, versatile & open

In a super-omnibus model, a broker-dealer leverages an omnibus clearing provider (e.g., Schwab, Fidelity) to manage interactions at the omnibus level with fund families. If you’re a broker-dealer thinking about super-omnibus services, it’s probably for one of two reasons: You’re looking to launch a suite of funds and want to benefit from a clearing broker’s […]

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News & Views
Safeguarding Data Across Its Lifecycle: A Comprehensive Cybersecurity Approach

Protecting sensitive information is paramount to Envision. That’s why we take a risk-based approach to cybersecurity and address data security at every phase. Data at Rest Data at rest encompasses information stored across multiple devices and backup copies, both locally and on the cloud. Implementing robust access controls and encryption protocols is essential to safeguarding […]

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Envision
Navigating Cloud Migration: A Collaborative Approach for Financial Firms

The allure of the cloud is undeniable. Envision is seeing its customers and prospective customers each looking to leverage the agility and efficiency benefits it offers. However, Envision also knows that alongside the bright prospects loom dark clouds of uncertainty regarding data security, compliance, and skills gaps. That’s why we take a “team approach" to […]

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Questions?

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