The No. 1 mutual fund shareholder accounting software, according to the 2020 Mutual Fund Service Guide
Handling 11,300+ CUSIPs, 17.4 million accounts and over $3.9 trillion in assets under administration
WealthManagement.com 2020 Industry Awards Finalist in the Technology Providers: Client Onboarding/New Account Opening category
Confidence and agility in shareholder accounting & management.
Confidence and agility in shareholder accounting & management.
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News & Insights
Technology shopping takeaways from the ‘real economy’ on the true cost
April 8, 2021 | BLOG POST | By Lani Oneil With all the information available to us with a few keystrokes, consumers are more prepared and informed about a product before they buy it.
Lani Oneil discusses automating your Investor Relations
March 31, 2021 | VLOG POST | By Lani Oneil Lani Oneil discusses using the right technology to make your investor relations team more effective and efficient. https://youtu.be/VpTgdFFcj7A Hi, I'm Lani Oneil, VP
Envision’s Lani Oneil Appointed to Nicsa Alternative Investments Committee
December 18, 2020 | PRESS RELEASE|(Costa Mesa, Calif., Dec. 18, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, announced the appointment of Lani Oneil, Vice
Brian Jones of Envision Financial Systems wins 2020 Nicsa NOVA Strategic Leadership Award
December 17, 2020 | PRESS RELEASE| (Costa Mesa, Calif., Dec. 17, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, is proud to announce that
Visit FundKeeper Site
Envision and Quasar Distributors together offers FundKeeper, a full service subaccounting solution that combines mutual fund trading, full back office operations and the Envision Investor Management Suite.
If you are interested in subaccounting your investors’ directly held mutual fund assets, visit the dedicated FundKeeper site:
Visit FundKeeper Site
Envision and Quasar Distributors together offers FundKeeper, a full service subaccounting solution that combines mutual fund trading, full back office operations and the Envision Investor Management Suite.
If you are interested in subaccounting your investors’ directly held mutual fund assets, visit the dedicated FundKeeper site:
