Slide The No. 1 mutual fund shareholder accounting software, according to the 2020 Mutual Fund Service Guide Slide Handling 11,300+ CUSIPs, 17.4 million accounts and over $3.9 trillion in assets under administration Slide 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.

Solutions for:

Mutual Fund Families

No. 1 mutual fund shareholder accounting software

–2020 Mutual Fund Service Guide

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Alternatives Sponsors

3 of the top 10 alternative investment sponsors are serviced using our technology

–11/2021 Stanger Report

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Third-Party Transfer Agents

More third-party transfer agents choose Envision than any other investor management software

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Broker Dealers

Mutual Fund Direct Business

FundKeeper
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Linking to a brokerage system

Subaccounting Software

529 & ABLE Act Providers

Serving dozens of State Sponsors plus Advisor & Direct-Sold Plans

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Products & Services

Envision Investor Management Suite

A common platform supporting all manner of pooled investment products

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Envision Alternative Investments Services

Software + transfer agency services for all manner of alternative structures

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FundKeeper

Centralized account management, so broker dealers can bring their mutual fund accounts home

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Envision Subaccounting Technology & Services

Mutual fund subaccounting technology and services for self-clearing broker-dealers

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Clarity Compliance

 Turnkey SEC 22c-2 compliance trade monitoring

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News & Insights

  • Envision Insights

Meet the Envisionaries: John Gray

The “Meet the Envisionaries” series introduces team members from across the business. John Gray, Senior Vice President, “Envision is a place where employees can apply their talents in ways that make a real impact on

  • Envision Insights

Meet the Envisionaries: Kelly Nixon

The “Meet the Envisionaries” series introduces team members from across the business. Kelly Nixon, Relationship Manager and Manager of Client Support Operations, says, “When it comes to investment product recordkeeping, there are many moving parts

  • Envision Insights

Meet the Envisionaries: Ashish Jalan

What’s your role at Envision? I currently head the Global Operations and Training for Envision. I also serve as an Executive Director at Envision India. I work on client implementations, mutual fund operations and production

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