January 8, 2019 | PRESS RELEASE |
(Costa Mesa, CA, January 8, 2019) – Envision Financial Systems, Inc., a leading provider of real-time mutual fund shareholder recordkeeping technology, has been named a finalist in two categories for the Fund Intelligence “Fund Technology and WSL Awards 2019.” Envision was named a finalist for “Best Overall Trading Platform – Innovation” and “Best Trading Platform Overall.” A full list of award categories and shortlisted firms can be found on the Fund Technology and WSL Awards website.
The Fund Technology Awards 2019 recognize providers catering to asset managers and institutional traders by demonstrating exceptional customer service and innovative product developments over the past 12 months. This year, the awards have an increased focus on new innovations coming to market as vendors look to ensure asset managers have the latest tools to compete in a rapidly evolving space.
Envision is being recognized specifically for its FundKeeper platform, which aims to streamline mutual fund account processes for independent broker dealers and other financial intermediaries. With FundKeeper, broker dealers 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.
At the same time, FundKeeper benefits mutual fund providers by improving potentially burdensome mutual fund distribution and operational challenges.
About Envision Financial Systems, Inc.
Founded in 1994, Envision Financial Systems, Inc. is the 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 enables investment companies and their distributors 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 Costa Mesa, 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.