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 through 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
LEARN MORE
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

Envision, News & Views
The “old pipes” problem

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 […]

Read More
Envision, News & Views
Three takeaways from the Retail Alts panel at ICI Innovate

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 […]

Read More
Envision, News & Views
Envision Financial Systems Onboards UMB Fund Services’ Transfer Agency to Envision Investor Recordkeeping Platform

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 […]

Read More
View More

Questions?

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