The No. 1 mutual fund shareholder accounting software, according to the 2020 Mutual Fund Service Guide
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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Lani Oneil explains three benefits of working with Envision
June 17, 2021 | VLOG POST | By Lani Oneil In this video, Lani Oneil covers three of the benefits alternative investment sponsors get when working with Envision: flexible technology, risk mitigation, and cost
Lani Oneil discusses the three most common AIP challenges
June 8, 2021 | VLOG POST | By Lani Oneil In this 2-minute video, Lani Oneil explains the three most time-consuming investor recordkeeping tasks we are finding in the market: client onboarding, distribution processing,
Technology shopping takeaways from the ‘real economy’ on the true cost
April 8, 2021 | BLOG POST | By Lani Oneil With all the information available to us with a few keystrokes, consumers are more prepared and informed about a product before they buy it.
Lani Oneil discusses automating your Investor Relations
March 31, 2021 | VLOG POST | By Lani Oneil Lani Oneil discusses using the right technology to make your investor relations team more effective and efficient. https://youtu.be/VpTgdFFcj7A Hi, I'm Lani Oneil, VP
Visit FundKeeper Site
Envision and Quasar Distributors 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 and Quasar Distributors 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:
