Investor recordkeeping that's flexible, open and versatile.

By Kelly Lynch Last week Ignites reported on an industry survey conducted by  Broadridge. The article’s title perfectly captures the key idea: “‘Old Pipes’ Can’t Support New Demands, Leaving Shops in a Lurch.” From the article: “Some 41% of the 500 financial services technology and operations leaders surveyed said their tech strategies aren't evolving quickly […]

By Tom Wiedecker Earlier this month I had the privilege of participating on a panel discussion at the ICI Innovate conference. Titled “A Comprehensive View of Retail Alternative Investments,” the session brought together Tara Blackburn of Hamilton Lane, Michael Anderson of iCapital, and Mike Huisman of UMB Fund Services, and me. Here, I’d like to […]

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 […]