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Megan MacDonald and Madheswaran Jeyapal honored for industry impact  Costa Mesa, CA, Nov. 17, 2025—Envision Financial Systems announced today that Megan MacDonald, vice president of client management, and Madheswaran Jeyapal, senior production operations manager, were honored as Emerging Leaders at the annual Nicsa NOVA awards program during Nicsa’s Asset and Wealth Management Summit.    “Megan is a results-driven leader who consistently identifies opportunities for improvement, embraces accountability, and approaches challenges with resilience,” said Satnam […]

November 2025 update: Envision’s Mike McNeil, Strategic Client Success Executive, is a member of the Nicsa committee behind the Nicsa ETF Share Class Toolkit highlighted in the post below. For this work, the Product & Distribution Committee was honored with Nicsa’s Chairman’s Challenge Award on November 11 at its Asset & Wealth Management Summit in […]

By Kelly Lynch There’s an apparent disconnect between fund families’ enthusiasm for semi-liquid alternative funds and distribution platforms’ ability to add them. A recent Ignites article by Alyson Velati notes that of the hundreds of interval funds on the market, only a handful are offered by wirehouses, according to data from XA Investments: 11 from […]