February 20, 2019 | PRESS RELEASE |
(Costa Mesa, CA, February 20, 2019) – Envision Financial Systems, Inc., a leading provider of real-time mutual fund shareholder recordkeeping technology, is pleased to sponsor the 2019 Bank Insurance and Securities Association (BISA) Annual Convention (Booth TT29).
The convention, being held March 5-8 in Hollywood, Florida, offers educational and networking opportunities for those in marketing, sales and distribution of securities, insurance, and other financial products and advisory services through the bank channel.
A longstanding provider of shareholder accounting systems for mutual fund companies, Envision now provides solutions to independent broker dealers and other financial intermediaries looking to streamline their check and app mutual fund account processes.
With FundKeeper, broker dealers and other financial intermediaries have a new approach to servicing their customers’ mutual fund-only accounts. Traditionally, intermediaries have held these accounts directly with mutual fund families, suffering business inefficiencies and unintentionally distancing themselves from their customers. Or, they’ve used a traditional brokerage platform for these accounts, introducing unnecessary fees and complexity. FundKeeper is an alternative to both these options.
FundKeeper provides access to more than 16,000 funds, allowing financial intermediaries to enhance upfront compliance, eliminate the need for back-end consolidation of their clients’ mutual fund holdings and increase overall customer satisfaction.
About Envision Financial Systems, Inc.
Founded in 1994, Envision Financial Systems, Inc. is a premier provider of real-time mutual fund recordkeeping technology and outsource solutions. Using in-depth knowledge of the industry and listening to its customers, Envision’s solutions enable firms with subaccounting needs to consolidate and control investor activity, increase representative and investor satisfaction, and help mitigate operational and economic risks. Envision supports over 420 investment companies, comprised of over 11,700 CUSIPS representing over $2.2 trillion is client assets. Envision’s headquarters are in Irvine, California, with offices in Owings Mills, Maryland, Denver, Colorado and Bangalore, India. For more information, visit www.enfs.com.
Envision Financial Systems, Inc.
U.S. Bank Global Fund Services is a wholly owned subsidiary of U.S. Bank, N. A.
Envision Financial Systems, U.S. Bank Global Fund Services and its affiliate Quasar Distributors, LLC together offer FundKeeper.
Investment products and services are: NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Quasar Distributors, LLC, Member FINRA, SIPC. To check the background of this firm, visit BrokerCheck by FINRA
U.S. Bank does not guarantee the products, services or performance of its affiliates and third party providers.