Confidence and agility in shareholder accounting & management.
Confidence and agility in shareholder accounting & management.
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Meet the Envisionaries: Megan MacDonald
Meet the Envisionaries: Megan MacDonald The “Meet the Envisionaries” series introduces team members from across the business. Today we're featuring Megan MacDonald, Director of Subaccounting Operations, who plays a significant role in the company's subaccounting
Envision Financial Systems’ digital investor and rep portal recognized for web accessibility
Envision commits to digital accessibility for investors and reps Costa Mesa, Calif., April 13, 2023—Envision Financial Systems, the leading provider of real-time investor recordkeeping solutions, has established an ongoing program to ensure digital accessibility
Meet the Envisionaries: John Gray
The “Meet the Envisionaries” series introduces team members from across the business. John Gray, Senior Vice President, “Envision is a place where employees can apply their talents in ways that make a real impact on
Meet the Envisionaries: Kelly Nixon
The “Meet the Envisionaries” series introduces team members from across the business. Kelly Nixon, Relationship Manager and Manager of Client Support Operations, says, “When it comes to investment product recordkeeping, there are many moving parts