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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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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
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
ICI report on ops headaches for interval fund sponsors flags areas where help is sorely needed, easily found
December 7, 2020 | BLOG POST | By Tom Wiedecker The following article was published in The DIWire An interesting recent paper from the ICI Broker/Dealer Advisory Committee, “Consider This: Interval Fund Operational Practices,”
How FAs win by going all in with automation: A Blue Vault Webinar Recap
November 15, 2020 | WEBINAR| “Water seeks its own level,” said Envision Executive, Brian Jones. “If you’re not offering a robust digital experience—for advisors and investors—they’re going to complain and go somewhere else.” Jones
Visit FundKeeper Site
Envision, Quasar Distributors, and U.S. Bank Global Fund Services 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, Quasar Distributors, and U.S. Bank Global Fund Services 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: