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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.


We make it easy to tailor solutions to your specific needs.


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 though an extensive library of API’s.


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
Envision by the numbers

27.3 million

Total investor positions
Over 15,000 CUSIPs

$4.2 trillion

Assets under administration
Over 450 investment firms

25+ years

Operating history
Singulary focused on investor recordkeeping solutions

23 states'

529 programs
33 direct and advisor sold college savings & ABLE Act plans

Articles, Video & News

News & Views
Meet the Envisionaries: Kulasekaran Krishnaswamy

The “Meet the Envisionaries” series introduces team members from across the business. Kulasekaran Krishnaswamy, Delivery Manager, oversees the team responsible for Envision’s web portal and mobile app. He’s a longtime Envisionary, now celebrating his 20th year with Envision. “The moments of greatest pride come when clients recognize and appreciate exceptional contributions from members of my […]

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Envision, News & Views, Video
Setting Envision Apart: What Makes Us Unique

What makes Envision stand out from our competitors? At Envision, we take pride in not just the versatility and openness of our software, but also in our approach towards your business. Here's what sets us apart from our competitors: We don't compete with your business. We celebrate and actively support your distinctiveness. We're committed to […]

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Alts, News & Views, Video
Navigating the Challenges of Diverse Investments

As alternative investment products gain popularity among a growing retail audience, firms in the industry face the challenge of adapting their back-office infrastructure, originally designed for retail mutual funds. This adjustment blurs the lines between operational and technical support for retail/40 act and alternative investments, putting strain on back-office workers and managers. To illustrate: Despite […]

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