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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Meet the Envisionaries: Ashish Jalan
What’s your role at Envision? I currently head the Global Operations and Training for Envision. I also serve as an Executive Director at Envision India. I work on client implementations, mutual fund operations and production
Envision Financial Systems’ 2022 Big-Think Mini Survey finds alignment of firms’ priorities & efforts across five tech trends
AI, seamless connectivity most relevant to securities processing & back-office operations Costa Mesa, Calif., Dec. 15, 2022 —Envision Financial Systems, the leading provider of real-time investor recordkeeping solutions, shared results of its 2022 Envision Big-Think
BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
Enables turnkey services to broker-dealers and TAMPs NEW YORK, NY –November 21, 2022– BetaNXT, the next wave in wealth management technology and outsourcing solutions, has partnered with Envision Financial Systems, a leading provider of real-time
Gryphon Fund Group selects Envision Financial Systems in launching third-party transfer agency services
More third-party mutual fund transfer agents use Envision software than any other for investor recordkeeping Costa Mesa, Calif., September 7, 2022—Envision Financial Systems, the leading provider of real-time investor recordkeeping solutions, announced Gryphon Fund