Investor recordkeeping that's flexible, open and versatile.

The “Meet the Envisionaries” series introduces team members from across the business. Marta Doran, Strategic Client Success Executive, partners with Envision clients to help set the strategic agenda, strengthen and grow relationships and identify opportunities to improve processes and the end-client experience. “I love looking at things from all different angles and asking, ‘Can we […]

By Satnam Gambhir In a No Action Letter dated August 12, 2026, the staff of the SEC’s Division of Investment Management said it would not recommend enforcement action against certain Franklin Templeton funds in connection with their investments in the Franklin OnChain U.S. Government Money Fund, a government money market fund whose official record of […]

By Brian Jones, Chief Operating Officer, Envision Financial Systems   The hardest problem in alternative investing right now is not the product. It is the plumbing. Ask the people who run fund operations what slows growth, and the answer is rarely a missing fund type — it is the lack of a shared way to […]