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
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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
Nicsa presents Envision CEO Satnam Gambhir with Lifetime Achievement Award 

On October 29, 2024 in Boston, Nicsa presented Envision Co-Founder and CEO Satnam Gambhir with the Nicsa NOVA Lifetime Achievement Award during its 2024 Asset & Wealth Management Summit.   “Satnam is a true leader whose work has not only benefited countless firms but also inspired many employees along the way,” said Jim Fitzpatrick, president […]

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Alts, News & Views
The DI Wire: “Five Questions for: Envision Financial Systems Executive Vice President Brian Jones”

Recently The DI Wire spoke with Envision EVP Brian Jones about interval funds and other products challenging firms’ operations. Here are a few key themes and excerpts: On “where” to support interval funds: “Fund servicers typically separate operations for traditional funds and alternative funds. Traditional fund operations are usually geared toward processing NSCC networked accounts, […]

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Envision, News & Views
Envision Financial Systems Wins Two Nicsa NOVA Awards

CEO Satnam Gambhir Honored with Lifetime Achievement Award; Company Recognized for Industry Innovation in Technology Costa Mesa, CA, Oct. 21, 2024 – Envision Financial Systems, a leader in investor recordkeeping technology and services, today announced that its Co-founder and CEO, Satnam Gambhir, was named the recipient of the 2024 Nicsa NOVA Lifetime Achievement Award. Additionally, […]

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Questions?

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Contact
Phone: (714) 247-0030
Fax: (714) 247-0029
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